Preston
Lisa has been working in the Financial Services industry since 2009.
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.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123