Lisa's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 18 )
Retirement income (annuities, drawdown) ( 3 )
Investments and Savings ( 19 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Financial Planning ( 20 )
Financial Mentoring ( 8 )
Financial Coaching ( 6 )
Reviewers' assets
£200k - £500k ( 2 )
£100k - £200k ( 1 )
Up to £50k ( 7 )
£50k - 100k ( 2 )
First impression
by a VouchedFor user
10 days ago
Overall
Please provide a brief comment about your experience with Lisa
Lisa was very helpful, she listened to me as I explained the situation and offered some advice. She then recommended a different advisor, as she doesn't operate on a one-off basis, which is what she suggested would suit my requirements.
Review
by a verified client in Hertfordshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have had an action to sort out a financial plan for years but never got around to it, felt overwhelmed as to where to start.
How has Lisa Meller helped you?
She helped me assess my current situation and get really clear on a plan towards retirement. I have much more confidence, clarity and control over my finances now.
Have you seen the outcome you were hoping for?
Yes, starting to see my wealth build.
What could they have done better?
Nothing I can think of.
First impression
by a VouchedFor user
9 months ago
Overall
Please provide a brief comment about your experience with Lisa
I had a great chat with Lisa last week. She provided very helpful, practical and non-judgemental advice about how to make my money work better for me. I would definitely recommend working with Lisa and I look forward to working with her in the future
Review
by a verified client in Hampshire
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I didn’t know where to start planning my finances, I was never educated in my environment.
How has Lisa Meller helped you?
She has provided transparent and very easy to follow guidance around my current situation and planning for the present and future. Prompt responses and excellent financial knowledge.
Have you seen the outcome you were hoping for?
We just started working together, but definitely I feel less anxious, confident I made the right choice with Lisa and positive about planning ahead for my family and me
What could they have done better?
I can’t think of anything.
First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Lisa
I had an amazing 30-minute call with Lisa. She reassured me that I’m on the right track with my savings and inspired me to keep going. What stood out most was how she helped me understand what to prioritise during a difficult financial time, while also giving me a real, relatable perspective from a female point of view. She encouraged me to recognise my value and offered practical guidance to help me get my financial foundations back on track. I left the call feeling empowered, clear, and motivated to move forward with confidence