She holds the Diploma in Regulated Financial Planning, along with additional qualifications including AF4, CF6 and J10.
Lisa takes pride in building strong relationships and providing clear, straightforward advice tailored to each client’s goals. She enjoys meeting a wide range of people and supporting them as they work towards their long-term plans.
Outside of work, Lisa enjoys spending time with her husband and three sons, as well as travelling, good food and the outdoors. She is also a keen football fan. An interesting fact about her is that she studied in Chile during university. One of her long-term goals is to visit all seven wonders of the world, and she has already visited five.
