Anny Lian

I work with families and individuals from all walks of life. Whatever your goal and wherever you are in your business and personal journey, I adopt a holistic approaches to account for every aspects in your life that might have financial impact on you, your family and your business. So you can have peace of mind knowing that "We have got this". With a twenty-year career in investment and finance before I become an IFA, I like to break down the jargons, simply things and be there for my clients whenever they need me. My other focus is working with women, helping them and empowering them through different stages in their life, such as getting married, starting a family, getting divorce and planning for retirement. I bring non-judgemental ethos and empathy to YOU. ABOVE ALL, I don't take client's trust in me lightly. I value integrity, compassion and non-judgement support in what I do to help my clients along their journey toward financial independence and security. Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.