Lisa Rutherford

Lisa Rutherford

Benchmark Financial Planning

Minimum savings/pensions: Over £250,000

0330 038 8938
Based in Londonderry
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Verified since: August, 2026
5 out of 5

25 reviews

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About

I am a Chartered Financial Planner with more than 10 years' experience helping individuals and families make informed financial decisions and achieve their long-term goals. I specialise in providing holistic financial planning advice to business owners, company directors and high net worth individuals, with expertise in: - Investment planning - Pension and retirement planning - Inheritance and estate planning - Tax-efficient financial planning - Protection planning My approach is centred on building long-term relationships and working closely with clients to create personalised financial plans that evolve alongside their needs and aspirations. Whether you're looking to grow and preserve your wealth, prepare for retirement, or pass assets efficiently to future generations, I provide clear, practical advice designed to help you achieve your objectives with confidence and peace of mind. I have been recognised for my commitment to professional excellence throughout my career, having received the Investec Financial Planning Award for achieving the highest Diploma in Financial Planning result in Northern Ireland, followed by the Davy Financial Planning Award for achieving the highest Advanced Diploma result in Northern Ireland when attaining my Chartered Status. More recently, I was named in Citywire's prestigious Top 35 Next Generation, recognising the UK's leading emerging financial planning professionals.