Please feel free to get in touch

Our Wealth Planners

Lisa Lee

Wealth Planner


DipPFS, Cert CII


I started my career on leaving school within financial institutions, banks and building societies. I first became a financial adviser in 1994 with Nationwide and then transferring to HSBC as a financial planning manager. There, I gained knowledge and experience also working within the commercial sector and latterly a private client manager providing independent advice to wealthy individuals. This then led me on to become an Independent Financial Adviser for a small company based in Newcastle-under-Lyme. On retirement of the owner I joined English Mutual in 2010, now Sanlam. Since then I have provided advice to both individuals and companies in planning their future and attaining their financial goals and aspirations.

I live in the West Midlands and have a broad spread of clients in locations nationally. When relaxing I like to socialise and cook for family and friends. To me enjoying holidays is a must!




Lisa has been a great help in sorting out my finances over several years, which has meant we have planned financially for what the future brings.

C Mountford

Planning my finances, which Lisa continues to provide help and support with, will provide me with more security for the future.

J Lloyd

Lisa Lee

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.