Meet Our Team

Lisa Gray, Paraplanner Administrator

Lisa Jameson, Cert CII (FS)
 
Paraplanner Administrator
 
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Lisa has worked in the Financial Services Industry for the past 11 years, and is responsible for the day to day administration of F3 Wealth Management (formerly 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.

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Independent Chartered Financial Planning Services / Telephone: 01932 567079​ / vik.sharma@f3wealth.com

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