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Please feel free to get in touch

Our Wealth Planners

Lisa Lloyd

Wealth Planner

Qualifications:

BSc (Hons), DipFA

Biog:

I originally joined English Mutual (now Sanlam) in 2009 having worked in the Financial Services sector since 1994. I now look after a large number of private individual clients having built up over 20 years of experience in this field.

I work with a number of Solicitors and work with introductions from them in many areas but particularly in relation to advising on Family Law matters from the Pre-nuptial stage through to the division of finances in relation to divorce.

Outside of work I like to keep fit and maintain a keen interest in Ballroom and Latin American dancing having competed successfully in the past. My husband and two boys also keep me busy!

Contact:

getintouch@sanlam.co.uk

Testimonials:

I have known Lisa for almost ten years and in that time have found her to be exceptionally thorough, knowledgeable in her field and forward thinking. She has been a pleasure to deal with and I would have no hesitation in recommending her to others in order to advise on their financial affairs.

Graham Hornsby

Lisa not only provided excellent financial planning for my brother but after his tragic death was able to go the extra mile in helping the family by structuring the financial planning to ensure that the least of their concerns was the money. She handled the whole process with tact and a sympathetic approach and was a help in areas that were outside of her required remit. I would have no hesitation in recommending her.

Tim Anderson

Lisa Lloyd

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.