Preston
Lisa has been working in the Financial Services industry since 2009.
She holds the Diploma in Regulated Financial Planning, along with additional qualifications including AF4, CF6 and J10.
Lisa takes pride in building strong relationships and providing clear, straightforward advice tailored to each client’s goals. She enjoys meeting a wide range of people and supporting them as they work towards their long-term plans.
Outside of work, Lisa enjoys spending time with her husband and three sons, as well as travelling, good food and the outdoors. She is also a keen football fan. An interesting fact about her is that she studied in Chile during university. One of her long-term goals is to visit all seven wonders of the world, and she has already visited five.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
