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."