Lisa Wilson DipPFS, Adv CeMAP

Financial Planner

Lisa joined S&P in 2001 and has had a range of roles within the firm. She has gained financial qualifications over the years and achieved her ambition in 2018 when she was made an adviser with the firm. As well as her DipPFS, Lisa holds the Award in Long Term Care.

She works with individuals in all areas of financial planning, including investment, retirement and wealth preservation.

Lisa has a compassionate and empathetic approach and aims to provide clients with peace of mind that their financial affairs are being looked after in the best way possible. She has three grown-up children and a large family with whom she loves to spend time. She enjoys long walks and eating out with her husband, as well as cruising holidays with friends.