Lisa Denton Sheffield office
Lisa Denton

Lisa Denton

Associate Financial Planning Director

Sheffield

+44 (0) 114 275 5100

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....

Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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Feeding a swan

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