Lisa Denton has recently joined our Sheffield office as our new Associate Financial Planning Director. Here she shares a little about her career and personal history.
I am a diploma qualified financial planner, currently working towards achieving chartered status. I successfully completed my training and started my career in banking in 2005. Since then, I have developed my career in wealth management, particularly dealing with high net worth clients. Before joining Investec, I was an independent wealth management consultant for first a private practice and then a chartered accountancy firm.
I am experienced in providing advice across all areas of financial planning including the following:
- Retirement planning
- Investment planning
- Estate/inheritance tax planning
- Family protection
I pride myself on building strong client relationships and this is my primary motivation. At Investec, my role is to build up long term relationships with my clients by firstly establishing their needs and objectives and then providing them with a tailored advice service.
Working for a leading global brand allows me to offer access to a more bespoke investment offering with the backing of specialist investment analysts, ensuring that client relationships remain at the heart of all that we do.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.