Watch Moneyfarm Senior Investment Consultant Lily May Sparrow count down the seven retirement planning essentials you need to know.
Ensure you’re up-to-date with all the latest pension and tax rules as announced by the Chancellor in the Spring Budget and Mansion House speech by reading our recap here.
Lily May Sparrow: Lily started at Moneyfarm as an Investment Consultant in January 2022 and has recently become a Senior Consultant within the team. Lily has worked in financial services since 2016, with experience across Insurance, Financial Advisory and Digital Wealth management, in a number of business development and client-facing roles. As a Senior Investment Consultant at Moneyfarm, Lily spends her days managing our client base, conducting portfolio reviews and assisting with PR, content and event management.
*As with all investing, financial instruments involve inherent risks, including loss of capital, market fluctuations and liquidity risk. Past performance is no guarantee of future results. It is important to consider your risk tolerance and investment objectives before proceeding.
