Lisa is a highly qualified Chartered Financial Planner with 17 years of experience who is empathetic, patient and dedicated to achieving successful outcome for her clients. Especially effective and experienced with situations which can be difficult and delicate, supporting clients and their families through life-changing events. This can be:An unexpected illness to oneself or a family member. The sudden loss of a loved one. A dramatic change in a personal situationThrough building a trusted a strong trusted relationship, Lisa is there to guide and support her clients and their financial planning needs through the good times and also when times can be challenging. Experienced in looking after a variety of private clients and business owners through taking a holistic approach to financial planning. To help understand a client's position cash flow modelling is used which helps to build and support a personal financial plan with defined goals and timelines. The areas which Lisa can assist includeRetirement planningWealth management Estate planningProtecting the family and business in the event of ill health or tragically the death of an individual.Lisa particularly enjoys taking a collaborative approach when working with her clients and their legal and accounting advisers, thus ensuring their financial objectives and personal goals are achieved.‘I am very proud to be managing my own independent financial planning business within the Continuum partnership. Continuum is an award-winning, entirely independent business, which allows financial planners like me to have complete freedom to select the best plans and financial solutions available within the market. Being completely independent enables me to put in place a bespoke solution for each of my clients, which is holistic in approach and gives my clients the most successful outcomes possible.'