Financial Planning Assistant
Lisa has a strong background in administration roles within the financial industry.
She works in the Exeter office alongside Emma and Charlotte providing support for the advisor Tom Desborough. Lisa is also a mental health first aider.
Outside of work
Lisa enjoys spending time with her husband and two children Samuel and Phoebe. She likes baking as well as meeting friends for lunch and going on family trips out and about. Lisa is also the chairperson of the PTFA at the local school.
Talking about money might not be at the top of your agenda, but we can transform your financial journey into something conscious and rewarding. Grab a cuppa for an informal, no obligation chat with one of our experts to see if we could be the right fit for you.
Paradigm Norton Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.
Our FCA Register number is 455083
Registered in England Reg
No 4220937, VAT Reg. No 918550904