Lidia Hossell

Financial Planner
DipFA, CeRER

Skills & Area's of Advice

Pension Advice
Retirement Planning
Pension Consolidation & Pension Transfers
Wealth Management Advice
Investment & Pre-Retirement Planning
Inheritance Taxation Planning
Protection for Loved Ones and Dependants

Experience & Achievements

Achieved BSc in Economics and Financial Advice Diploma
Member of the London Institute of Banking and Finance
Worked across many client areas including private clients and vulnerable clients and professional connections such as accountants and solicitors

About Lidia Hossell: 
Specialist Pension Adviser

I am an experienced and fully qualified Financial Planner based in Cheddar.

I’ve worked in financial services for over 16 years after I graduated from university with BSc in Economics. For many years I worked for hight street banks as a mortgage and protection adviser. I started providing advice regarding investments, retirement and inheritance tax planning in 2017.

I appreciate that decisions around pension, investment, protection and inheritance tax planning are often complex and I am here to help you navigate through the maze of investment choices and tax rules to achieve your long-term goals.

The key to being a good adviser is having the technical knowledge and the ability to listen and establish what truly matters to you.

Contact Lidia Hossell:

  • Before pressing the Submit button please carefully read our Privacy Policy. By submitting your application you agree that you have read and fully understand The Pension Tracing Services Privacy Policy and that you are more than happy to continue your trace. Explanation:
Looking for a Pension Specialist Financial Adviser near you? 
Contact us today to schedule a free initial appointment to discuss your pensions options!
Transferring out of a defined benefit / final salary pension is unlikely to be in the best interest of most people.

Why Choose Us?

Experienced Advisers: Our team brings a wealth of experience and knowledge, ensuring you receive advice that is most appropriate for your needs.
Tailored Solutions: We recognise that every client's needs are different, and we offer solutions that are customised to suit your unique situation.
Proven Track Record: Our clients trust us for our commitment to excellence and the successful outcomes we've achieved.
CONTACT LIDIA
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited February 2025

Disclaimer

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. 

Beals Wealth Management and Pension-Tracing-Service-UK.co.uk are trading styles of Beals Mortgage and Financial Services Ltd, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Beals Mortgage and Financial Services Ltd is registered in England and Wales, No: 08286166. Registered Address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, PO15 7FN

o Auto enrolment, Tax Planning, Inheritance Tax Planning, Estate Planning, Legacy Planning, Powers of Attorney and Pension Tracing are not regulated by the Financial Conduct Authority.
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