Qualifications
- Diploma for Financial Advisers
At work
Lisa has been in financial services for over 15 years.
She aims to provide her clients with easy-to-understand information, while cutting out the financial jargon. Lisa loves helping her clients to feel confident about their financial future.
At home
Lisa lives with her partner and two cats.
Outside work, she enjoys cooking, sewing, and tending to her 200 or so houseplants. Lisa’s also a big fan of watching live music.
Lisa Likes
- Cats and dogs
- Disney
- Coffee
- Charity shops
- Foraging
Lisa Dislikes
- Liquorice
- Jazz music
- Adverts
- Close-mindedness
- Football
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and so will appear on their register. You can find Lisa’s entry here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified. You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Lisa’s.
GET IN TOUCH
CONTACT DETAILS
HEAD OFFICE
The Pension Planner
Courtwood House
Silver Street Head
Sheffield
S1 2DD
Production