Client Centric Wealth Efficiency Service
"Our mission is to provide exceptional, impartial and personal financial planning advice and wealth management services to our private clients"
Meet Our Team
Lisa has worked in the Financial Services Industry for the past 11 years, and is responsible for the day to day administration of Client Centric Wealth.
Lisa’s wealth of experience in dealing with clients on a daily basis, ensure the service that Client Centric Wealth provides is maintained to the highest standards. Having recently obtained her Level 3
Certificate in Financial Services, Lisa is now looking to progress her paraplanning role within Client Centric Wealth.
Lisa lives in Northampton with her partner Darren, and her 2 children, Evan (9) and Oscar (6). She enjoys socialising with friends and spending quality time with her family.
Independent Chartered Financial Planning Services / Telephone: 01932 567079 / Email: contact@clientcentricwealth.com
Client Centric Wealth Efficiency Service Limited is authorised and regulated by the Financial Conduct Authority. FSR number 705758.
Registered in England and Wales. Company Number 08861465. Registered Office: Client Centric Wealth Efficiency Service Limited, 4th Floor, The Northern and Shell Building,
10 Lower Thames Street, London, EC3R 6AF
Client Centric Wealth is a trading style of Client Centric Wealth Efficiency Service Limited
Investing carries an element of risk. The value of your investments and the income arising may go down as well as up and you may get back less than you invested.
INHERITANCE TAX PLANNING, WILL WRITING, TRUSTS AND TAXATION ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.