About me
I started my career in banking and successfully completed my training to become a financial advisor in 2005. I have since developed my career in wealth management particularly dealing with high net worth clients.
I pride myself on building strong client relationships which is what I consider to be my key strength and passion in my role.
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.
Background/Experience
I am experienced to provide advice across all areas of financial planning including Retirement Planning, Investments, Estate/Inheritance Tax Planning alongside Family Protection. I have the following qualifications:
- Diploma in Regulated Financial Planning.
- Equity Release and Long term care qualified.
- Currently working towards chartered status, already achieved advanced pension transfer qualification.
My interests
On a personal note in my spare time I enjoy travelling, spending quality time with my family and friends and Yoga/Pilates. I have a passion for dancing/theatre and ballet and have an appreciation for animals of which I own a ragdoll cat.
My areas of expertise
Contact me via the form above to learn more about....
Helping private clients with your life goals and investment choices
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.
Lisa Denton