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Financial planning expert Dr Lien Luu is passionate about sharing knowledge and promoting financial education.
Financial planning changed Lien’s life. She went from financial insecurity and lack of confidence, to being firmly in control and realising her dreams…
“In November 2003, concerned about how I could support a family of three young children with an academic salary, I went to see a financial adviser to discuss how buy-to-let property investments could help supplement my income. The meeting was extraordinary – and provided much-needed assurance and guidance to help me take some risks to achieve my goals.
I’d been to see financial advisers before, but no one had ever asked me about my long-term objectives. If I asked for an ISA, I just got an ISA. No one discussed other ways of building wealth. What was different this time, however, was that the adviser asked me and my husband about our aspirations and helped us map out our financial future on a sheet of paper. I found this visual plan hugely empowering and it gave me an enormous amount of confidence, as I realised I no longer had to carry the burden of financial worries by myself. There are good people out there to offer support.
Three months after that I left my teaching job at university and got involved in financial services – to help other people change their lives for the better, too.”
Her qualifications and experience are outstanding
Lien has 10 years’ university teaching experience and has now been working in financial services since Feb 2004, alongside some of the best practitioners in the industry. She has also achieved an impressive record of financial services qualifications.
She’s also a trained presenter for the Financial Services Authority (FSA), working to promote financial capability in the workplace and has given presentations to big companies such as HSBC, T Mobile and National Grid. She also works with local businesses through the Milton Keynes Chamber of Commerce.
Contact Pride Financial Education now to discuss your requirements and arrange for a FREE initial consultation. Alternatively, book a group presentation or browse our online learning materials.
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