Biography

Lisa has 20 years experience in financial services. She always puts her clients at the heart of what she does and is passionate about delivering holistic advice and cultivating long term relationships with clients, where trust and collaboration is key.

Throughout her career Lisa has given advice to individuals, small businesses and professionals and has a depth of experience and expertise to draw on.

 Dip PFS BA (Hons)

Twitter:https://twitter.com/WSL_Bristol

LinkedIn:https://www.linkedin.com/company/whitechurch-securities