0330 038 8939
Based in Leamington-Spa
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: March, 2019
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Lisa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 February 2025
Lisa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
45
Recent Client Reviews
Lisa has received 45 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lisa has received 45 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Lisa has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Lisa has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Lisa has not yet added their fees to their profile
Fees not yet added
Lisa has not yet added their fees to their profile
18
Positive First Impressions
94% of VouchedFor users have had a positive (4 or 5 star) first experience with Lisa (based on 18 first impressions)
94% of users who are not yet clients had a positive first experience with Lisa
94% of VouchedFor users have had a positive (4 or 5 star) first experience with Lisa (based on 18 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Lisa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 February 2025
Lisa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
45
Recent Client Reviews
Lisa has received 45 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lisa has received 45 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Lisa has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Lisa has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Lisa has not yet added their fees to their profile
Fees not yet added
Lisa has not yet added their fees to their profile
18
Positive First Impressions
94% of VouchedFor users have had a positive (4 or 5 star) first experience with Lisa (based on 18 first impressions)
94% of users who are not yet clients had a positive first experience with Lisa
94% of VouchedFor users have had a positive (4 or 5 star) first experience with Lisa (based on 18 first impressions)
Lisa has been a financial adviser for over 15 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 her clients. She specialises in Pensions, Investments and Mortgages, has a keen interest in the importance of Later Life Planning. She believes that financial advice should be clear, simple and tailored to her client’s individual needs. She enjoys learning and believes that whilst the fundamental principles of sound financial planning don’t change, it is essential to keep up to date with the current products and technology to ensure she is always giving the very best advice to all her clients. Lisa is an ambassador for the CII’s Insuring Woman’s Futures imitative. Outside of work Lisa’s life revolves around her four children and she can often be found either at a farm, on a roller coaster, on the side of a rugby pitch or at a teddy bears picnic.
Offers available through VouchedFor
Contact Lisa through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Lisa's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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