Qualifications
Chartered Financial Planner
Getting to know Lisa
Lisa has worked in financial services for more than 30 years. She enjoys working as part of the team and with the planners to ensure that they all provide and deliver an outstanding service to clients in relation to their financial arrangements.
On an ongoing basis, Lisa also ensures that clients continue to receive a first-class service from the team.
Lisa in the spotlight
Meet the team
Take a look at our team of experts who – quite frankly – are extraordinary at what they do.
Get in touch with us
We'd love to hear from you and explain all about our services over a cup of coffee. Get in touch today.
Money Penny Wealth Management Ltd
Cobalt 3.1
Silver Fox Way
Cobalt Business Park
Newcastle upon Tyne
NE27 0QJ