Lisa has worked in the Financial Service Industry since 1997 and holds both the Financial Planning Certificate and the Diploma in Financial Planning.
Lisa is one of our most experienced paraplanners and is heavily relied on by SFP’s management team. She assists in completing technical investment and pension reports and acts as a mentor to new members of the Paraplanning team. She enjoys the technical elements of research, believing that advice must deliver investment security.
Away from the office, Lisa enjoys travelling, walking in the countryside, keeping fit and socialising.
Contact Lisa at: enquiries@skyboundfp.co.uk