- Diploma for Financial Advisers
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.
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.
- Cats and dogs
- Charity shops
- Jazz music
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.