0292 053 8857
Based in Cardiff
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: January, 2020
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Lisa is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lisa's statusLast checked: 30 March 2026
Lisa is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lisa's status
42
Recent Client Reviews
Lisa has received 42 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Lisa has received 42 client reviews in the past 12 months; 100% of these have been verified
Limited Mortgage Adviser
Lisa can advise across a limited set of mortgage products, which may be provided by companies Lisa works with. This limitation may allow Lisa to offer an improved service quality and lower fees, but it’s important you understand how these products compare with others available.Last checked: 14 April 2026
Lisa can advise across a limited set of mortgage products, which may be provided by companies Lisa works with. This limitation may allow Lisa to offer an improved service quality and lower fees, but it’s important you understand how these products compare with others available.
2
Qualifications Uploaded
Lisa has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below2 qualification certificates 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
29
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lisa (based on 29 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 29 first impressions)
I have 24 years experience in Financial Services and have been a Ce Map qualified advisor since 2004. I have a proven, consistent track record in helping people achieve their goals of home ownership and providing solutions with every aspect of a mortgage. I love helping other people achieve their home buying dreams as I know first hand how much it means! I enjoy meeting customers face to face or talking over the phone to help them to understand what they can afford/achieve when buying a home, sometimes they are pleasantly surprised as I have access to over 90 lenders and 5 industry leading insurance providers the options I can offer are plentiful and researched. My favourite part is the end goal knowing that my customers are exchanging contracts and about to collect the keys to their new home - safe in the knowledge that I have helped them achieve their financial goals. I also provide advice on all aspects of protection including Life Insurance, Critical illness, Income protection and Buildings and contents. I took on renovating a 1930's property 8 years ago so offer practical advice regarding the process too. I genuinely am interested in the property market and love sharing my experiences/tips, there are new ones to learn every day! My customers tell me they appreciate my relaxed, friendly approach and my reviews I hope confirm that. I recently sold my renovation property, bought a newer property and got married in a 2 week period at the end of 2025, it's been all systems go! I am looking for new customers to help them achieve their goal of home-ownership/moving house/re-mortgaging/Buy to Let - anything related to mortgages and protection. Happy house hunting :) Happy house hunting :)