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Based in Aldwych
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2023
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: 15 January 2026
Lisa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
67
Recent Client Reviews
Lisa has received 67 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lisa has received 67 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: 02 December 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.
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Transparent Fees
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I am a Fellow of The Personal Finance Society and a Chartered Adviser. In October 2020 I won Financial Adviser of The Year - London at the Professional Adviser Women in Financial Advice Awards. I was also awarded Marketing Influencer of The Year at the same awards ceremony. I am skilled at putting the complex into plain English. As a consequence I am featured regularly in the press - both broadsheets and the female press. I speak regularly, write weekly blogs and have a bi-monthly podcast on the topic of personal finance. My book "Money Matters" has been published by Penguin and was released in April 2019. I love setting out clear goals for clients to help them to build their wealth to achieve their goals pre and post retirement. I meet regularly with all my clients to ensure that the plan evolves with them and that clients stay on track. I have the STEP Certificate for Financial Services - Trusts & Estate Planning and have the Advanced Diploma in AF1 - Personal Tax & Trust Planning, AF2 - Business Financial Planning, AF3 - Pension Planning, AF4 - Investment Planning, AF5 - Financial Planning Process. I also have the following Diplomas and Certificates J01, R01, R02, R04, R06, R08, CF1, CF2, CF3, CF4, CF5, CF8, ER1.