Over the course of her career, she has gained extensive experience helping clients plan for their financial futures and achieve their long-term objectives through tailored financial advice.
Lisa holds the Diploma in Regulated Financial Planning, along with AF4 (Investment Planning), CF6 (Mortgage Advice), J10 (Discretionary Investment Management) and AF8 (Long Term Care Insurance). She is currently working towards Chartered status and plans to continue progressing to Fellowship, reflecting her strong commitment to professional development and maintaining the highest standards of expertise.
Lisa enjoys building strong relationships with her clients and providing clear, straightforward advice tailored to their individual goals. She values working with people from all walks of life and supporting them as they work towards their long-term plans. For Lisa, the most rewarding part of her role is partnering with clients to achieve their objectives and seeing those plans come to fruition, whether that is creating a secure and enjoyable retirement or helping to support future generations of their family.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning, automatic enrolment and taxation advice.