Lisa has been a financial adviser for over 10 years and is passionate about ensuring her clients not only get the best solutions but that they fully understand them and regularly review them. She prides herself on her down to earth and friendly approach and quickly creating a friendly relationship with all of her clients.
She specialises in Pensions and Investments and believes that financial advice should be clear, simple and tailored to her client’s individual needs.
Lisa has passed her Advanced Pensions qualification and has a wealth of experience advising on defined benefit pensions.
Outside of work Lisa’s life revolve around her three children and she can often be found either at a farm, dressed up as a pirate or at a teddy bears picnic. She is an active member of the local school’s Parent’s Teacher’s Association and works within the community to help create the best environment for the local children.