Theo Lishman

Areas of expertise

Pension Transfer Specialist , Cash Flow Planning, Investments, Pensions, Tax Advantaged Investments, Estate Planning

Experience

I started my career on the graduate scheme at Deloitte in Private Client Tax in 2008 then moved across to Financial Services in 2012. I joined Evelyn Partners in July 2014 as a Paraplanner initially then became a Chartered Financial Planner in October 2017.

Notable client work and achievements

I manage a varied client portfolio for UK based individuals, families and trustees which includes business owners, professionals and retirees.  I covers all areas of financial planning and hold the specialist pension transfer licence to advise on defined benefit pension transfers.  I particularly enjoy advising clients on their estate planning needs.

Professional qualifications/memberships

Member of The Personal Finance Society
Advanced Diploma in Financial Planning
Association of Taxation Technicians
BA (Hons) Business and Economics