Lisa Holton FPFS Chartered Financial Planner

“Each client is unique and there is no such thing as a standard solution. Each of us have our own requirements, our own level of acceptable risk and our own resources.

My role is to help clients maximise their wealth without compromising their declared level of acceptable risk and to assist them in the achievement of their financial goals and aspirations, through professional financial planning.

I strongly believe that the only way advisers can genuinely offer the impartial advice that clients have come to expect and enjoy is by operating as an Independent Financial Adviser, working for a company that I set up that fiercely defends its independence."

Experience

Previously working for a local company, Lisa progressed from office junior to become the only Chartered Financial Planner within the company. This is a prestigious qualification cementing a professional standing and giving parity with other professionals such as accountants and solicitors.

She set up Shore Financial Planning (Poole) to have a company that maintains consistently high standards of financial acumen, personal service and administrative efficiency. However, that efficiency is secondary to a hard-earned reputation for careful, personal service with regular personal contact and expert product knowledge, that has been rewarded with continuing client loyalty.

Lisa is a Chartered Financial Planner and a Fellow of the CII by examination.

Specialities

Lisa specialises in working with clients to create individual holistic financial plans designed to achieve their goals. Expertise includes:

• Retirement planning
• Estate planning
• Tax mitigation
• Wealth management for both personal and corporate clients.

Whatever financial service you are looking for, whether it be, investment, pension or protection advice, please contact me to arrange an initial meeting at no cost to yourself.

What people say about me...

Lisa Holton is the most fantastic financial adviser and I have recommended her to several acquaintances. Mrs G, Wiltshire

Lisa was recommended to me and I have recommended her to others. We are delighted with the service we receive. Mrs F, Wiltshire

Lisa is very professional and flexible, clear in advice, guidance and explanations. She took time to discover my personality as well as my needs. Mrs H, London

I found Lisa very thorough and genuine with her time spent with me. Mrs S

Lisa ensures that she keeps in touch on a regular basis and is pro-active in managing our business relationship. She is personable, an expert in her field and has high integrity. Mrs H, Dorset

Lisa is trustworthy and very professional. Also very bright and highly qualified. She sets very high standards of client care and attention. We need more IFAs in the industry like Lisa. Mrs. T, Devon