CFPCM, Chartered MCSI
Lisa holds the highest qualification from the Institute of Financial Planning, the internationally recognised Certified Financial Planner, one of just 900 or so in the UK. In addition to other Advanced qualifications, Lisa also holds the Diploma in Financial Planning from the Personal Finance Society.
Highly qualified and very experienced, Lisa advises private clients, companies and the clients of other professional intermediaries such as Solicitors and Accountants.