Lisa Meller

Lisa Meller

Personal Finance Movement Ltd

Minimum savings/pensions: Over £100,000

0203 551 0160
Based in Hoxton
View location
Top Rated 2025
Verified since: December, 2023
5 out of 5

33 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 02 May 2025

    Lisa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 10

    Recent Client Reviews

    Verified reviews: 100%

    Lisa has received 10 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 01 May 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.

  • 1

    Qualifications Uploaded

    1 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 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

  • 18

    Positive 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 18 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 02 May 2025

    Lisa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 10

    Recent Client Reviews

    Verified reviews: 100%

    Lisa has received 10 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 01 May 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.

  • 1

    Qualifications Uploaded

    1 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 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

  • 18

    Positive 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 18 first impressions)

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 requires no minimum asset levels with 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!

Offers available through VouchedFor

Contact Lisa through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Lisa's clients

Based on responses provided by clients who have reviewed this adviser

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Adviser Disclaimer

Unfortunately I cannot advise on transfers of defined benefit (final salary) pension schemes. If these only make up a small amount of your finances, we can have a call to discuss whether I can assist you with the other elements. I will also be happy to refer you to someone else on the elements on which I cannot advise on.