0203 551 0160
Based in Hoxton
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: December, 2023
5 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 AuthorityLast checked: 02 October 2026
Lisa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Lisa has received 2 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Lisa has received 2 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: 05 May 2026
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.
1
Qualifications Uploaded
Lisa has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below1 qualification certificate 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowLisa has provided information on their typical fees
Lisa has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
21
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lisa (based on 21 first impressions)100% of users who are not yet clients had a positive first experience with Lisa
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lisa (based on 21 first impressions)
About
I’m an independent financial adviser and I am very passionate about working with women to make financial advice more accessible and help close the financial gender gap. This is why I have created a charging structure that has initial fixed fees. My fees start from £2,500 for initial and £1,500 for ongoing fees per year: https://www.personalfinancemovement.com In addition to being a DipFA qualified financial adviser, I am also a qualified solicitor and have worked in the legal profession for the past six years. When I realised my own lack of financial knowledge, I decided to study for DipFA, followed by creating my own financial advice business that helps democratise financial advice by offering fixed fees at affordable levels that are always 100% transparent. When I am not discussing your investments with you, I love to go on long dog walks, try out new recipes or travel somewhere new. Please note that I only take virtual appointments. I cannot wait to speak to you about your finances!
