Address
154-160 Fleet Street
London
Post CodeEC4A 2DQ
I joined the Financial Services industry in 2006 and saw it through both the good and bad times.
Throughout my work as an Independent Financial Adviser I have met, spoken and provided my services to hundreds of clients which has led me to discover something very interesting and powerful about people and their finances:
People don’t actually have financial goals and objectives – they have life plans and dreams which require financial solutions so those plans and dreams can be achieved.
When working with you I believe that my job is to learn and to discover your goals, plans and inspirations and help you make your dreams come true using Financial Planning tools, solutions and strategies.
When it comes to making decisions about your financial arrangements, the most important consideration should be you, your needs and those of your family. For me this is always my first concern. I have made it our company`s policy to fully understand your situation, to find out what your plans are and to discover what really matters to you. Only then can we ensure you get the kind of financial advice that will suit your requirements and circumstances, both now and in the future.
I believe that in modern life you have to provide clients with holistic financial advice which covers all areas of your financial planning – from mortgages and family protection to retirement planning, investment and estate planning advice. Only then I can be aware that you are properly looked after, your needs are met and I create solutions that match your needs.
I started my career as a self-employed Mortgage & Insurance Adviser working from a spare bedroom in my house in Winchmore Hill, becoming an employer in 2 years based in Whetstone and then taking the business to central London. Our office is in Marylebone NW1 now but I do work locally too as many of my clients live in the area. We are a small multi adviser practice and we work as a family. When you become our client we treat you as a family member too and nothing makes me happier than receiving photos my clients send to me showing their new home, a new-born baby, weddings, dream holidays and retirement treats.
5 from 5 reviews
Tax planning advice 5 Lovely lady. Arranged a meeting promptly during the weekend. Attended my home to accomodate my family needs. Very difficult issues to discuss but Lina was very understanding and compassionate. Would highly recommend
Theodora 15 Oct 2018
Re-Mortgage 5 Lina makes you feel comfortable and confidendent in her ability to deliver. There is no sales pitch, or pressure to purchase and everything was explained in plain English for us to understand. I'm so pleased we contacted Lina to provide our re-mortgage.
Keith Hepburn 8 Sep 2018
Need help with finances. 5 Lina is a lovely woman, who makes you feel very comfortable, she is warm, friendly and very professional. She gets the job done and looks out for your best interests. I’m so happy I met Lina through the loveyourdoorstep homebuyer scheme.
Juanita George 17 Oct 2017
5 Lina is a star, the subject matter isn’t the most comfortable or easiest thing to talk about. Lina is very good at making you feel comfortable and you know that the advice given is honest and purely to help you and not herself. I would recommend Lina to everyone. I am less afraid of what my financial future looks like.
Sarah Seymour 17 Oct 2017
5 Lina puts you at ease and it's all about you, not her or her business! I now wish I'd met her years ago! If you do feel that you need some financial direction and you're looking for someone you can trust - Lina's just the right person.
Shima Tailor 25 Aug 2017