Advising clients since: 2005
Qualifications: Fellow of the Personal Finance Society, Chartered Financial Planner
Areas of expertise: Personal Tax, Trust Planning, Business Financial Planning, Pensions Planning, Investment Planning and The Financial Planning Process
After graduating in French and a brief spell in the fashion industry, Lisa joined Financial Services in January 2005. Lisa is a Chartered Financial Planner, Independent Financial Advisor and a Fellow of the Personal Finance Society (PFS) - the highest qualification a financial advisor can hold. There are currently only 1300 Fellows of the PFS in the UK. Lisa holds advanced qualifications with the CII in Personal Tax and Trust Planning, Business Financial Planning, Pension Planning, Investment Planning and The Financial Planning Process.
Lisa has developed a loyal client base of professional individuals and business owners, helping them to develop holistic financial plans. She prides herself on having close relationships with her clients thereby ensuring that easy to understand and tax efficient financial planning is put in place. Lisa specialises in helping clients to arrange their finances post-divorce.
Lisa enjoys skiing and most outdoor pursuits. Currently she is focusing on duathlons and triathlons.