Lily Tabari
With over 11 years of experience in the financial services industry, Lily has spent the past 6 years supporting financial planning teams across a range of roles. She works closely with advisers to ensure the smooth delivery of high-quality advice by preparing documentation, managing client workflows, and maintaining compliance standards.
Throughout her career, Lily has developed a strong understanding of the financial planning process and takes pride in delivering reliable and detail-oriented support that helps clients move confidently toward their financial goals.
Lily enjoys being part of a team that values client outcomes and is committed to making a positive impact in people’s lives.