Lisa joined us in December 2020 as an Independent Financial Adviser and has worked in financial services since 2001. Lisa started out as a support administrator and progressed on to Paraplanning role and finally Advising clients, where she has spent most of her time.
Having started her advising career as an IFA, Lisa had a break from the industry following the birth of her son and returned to advising in 2015 with Prudential.
When prosperity comes, do not use all of it.
“What attracted me to Pembroke was its strong investment proposition. The Pembroke ethos of really putting the client at the front and centre was in line with my own approach, so I knew we would be a really good fit.”
Lisa enjoys all parts of the role and tries to remove industry jargon as much as possible to give clients a clear understanding of the “what’s and why’s” involved in their financial planning journey.
In her spare time Lisa enjoys time with her family and friends and has a keen enjoyment of live entertainment…. not forgetting the all-important holidays!
Efficient and friendly service with relevant advice
From a personal point of view Pembroke Financial Services has always provided an efficient and friendly service with relevant advice. As a client of my firm, the company has always acted in a professional manner.
Happy to recommend you
I am very happy to recommend you for all the help and assistance you have given me over the years. I hope that we will be able to continue our good relationship in the years to come and look forward to the next project.
Friendly and efficient
I have always found Pembroke friendly and efficient.
I would like to introduce you to my cousin, who I have included on this email. She is looking for someone to support her with setting up a pension/ financial advice… basically the same kind of service you offer me. Pembroke Financial has been fantastic to me over the years, so I recommended you…
Good service, all options explained clearly, good follow up, kept in touch all the way through to the end of the transaction, very aware of how important this was to their client.