Wendy Beaver FIA Dip PFS

Financial Planning Consultant

Wendy Beaver, FIA DipPFS is a financial planner and actuary with specialist knowledge of pensions, estate planning and long term care matters.  Her earlier career spanned 25 years mainly in actuarial consultancy advising corporate clients with occupational pension schemes. Wendy also spent some time working for the Government to deliver improvements to the safety and coverage of the pensions system.  Her interest in long term care developed from personal family experience.  Wendy holds the Chartered Insurance Institute’s Award in Long Term Care Insurance, as well as their Diploma in Financial Planning and her actuarial qualification as a Fellow of the Institute of Actuaries.  Wendy advises private clients of any age on all elements of later life planning and financial management, whether for themselves or in a family member or attorney role.  She is an Associate Member of the Society of Later Life Advisers (SOLLA).