Lydia Nash

Associate Financial Planner

0121 313 1370 lydia.nash@henwoodcourt.co.uk

Professionally

Lydia is an Associate Financial Planner who provides comprehensive technical support to both our Financial Planners and the wider support team. She particularly enjoys the problem‑solving aspects of the role, delving into evolving regulations, understanding intricate details, and applying these effectively to client scenarios.

Lydia began her career in financial services in 2021 through a graduate scheme at a boutique firm. Lydia studied International Relations and Economics at Reading University, graduating with a second-class. She holds the Diploma in Regulated Financial Planning and is currently working towards achieving Chartered status.

Personally

Outside of work, Lydia loves to travel—particularly to destinations where the sun is shining and where she can enjoy a leisurely boat trip, which is always a highlight of her holidays.

Lydia is also passionate about maintaining an active lifestyle. She regularly goes to the gym and enjoys running. Alongside her active pursuits, she is a devoted coffee enthusiast (definitely not instant!).

Spotlight questions

What do you enjoy most about your job?

It provides the perfect blend of technical challenge and the opportunity to discuss clients’ plans and aspirations, holidays included.

What motivates you at work?

Ensuring clients feel confident, supported, and on track to achieve what’s important to them.

What's at the top of your bucket list?

Sail around the San Blas Islands.

Lydia’s Qualifications

  • R01 – Financial Services, Regulations and Ethics: This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
  • R02 – Investments Principles and Risk: This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
  • R03 – Personal Taxation: This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
  • R04 – Pensions and Retirement Planning: This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.
  • R05 – Financial Protection: This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.
  • R06 – Financial Planning Practice: This qualification assesses the practical application of technical knowledge and planning skills already gained, typically through previous study, thereby supporting the provision of competent and appropriate advice.
  • LP2 – Financial Services Products and Solutions: Covers core customer needs and how to match them with suitable financial solutions, including protection, mortgage, savings, investment products and key tax wrappers.
  • J10 – Discretionary Investment Management: Focuses on discretionary management structures, portfolio theory, investment types and regulatory responsibilities, enabling effective portfolio construction and client suitability assessment.
  • J12 – Securities Advice and Dealing: Provides understanding of the features and risks of securities, how markets operate, and the principles of clearing, settlement and custody, supporting appropriate investment recommendations.
  • AF4 – Investment Planning: Develops advanced skills in analysing investment needs, assessing economic and market factors, and constructing suitable investment portfolios using detailed knowledge of investment products and risk.
  • AF5 – Financial Planning Process: Assesses ability to apply the full financial planning process, including evaluating client objectives, analysing financial status and risk, comparing options and forming clear, well‑reasoned financial plans.
  • BA – International Relations and Economics

Take the first step to the life you dream of

Book a discovery call