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!
Appreciate the work done this year in growing my investment
Just wanted to drop you a line to thank you for coming around earlier this week. Appreciate the work you have done this year in growing my investment and it was a helpful conversation in every way!
Thank you very much for all the clear financial advice
I would also like to take this opportunity to thank you very much for all the clear financial advice you have given not only Sue and I, but my family over many years.
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…
Friendly and efficient
I have always found Pembroke friendly and efficient.
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.