Lisa Smith

Over the years we have had several different financial advisers and Lisa has exceeded them all with her warm personality and her précis and clear advise. Her readily accessibility is something we have never had before.

Lisa has a widespread knowledge of her profession. She is friendly capable and readily available if needed. Her advice is always reliable, well researched and easy to understand. Lisa will be sadly missed as our financial adviser, and we wish her well in her new position wherever that may be. She would be an asset on any staff. As a friend and adviser Lisa is up there with the best. Thank you, Lisa, for all the advice you have given us in the past. Best wishes Gay and Bill Growden.

Lisa listens to me and then gives me honest accurate advice suited to me I highly recommend Lisa Thank you Lisa.

We wanted to say a huge thankyou for your wonderful professional service, dedicated approach and friendship over the years.

Our minds have always been at ease that you had our best interests at heart and that our life savings couldn’t have been in more capable hands.