Lisa Sutton

My story started around 15 years ago when I left college after completing my A Levels. As with most young adults, unsure what to do next, I wanted to look for a job that would turn into a career. So, some number of CV’s later and a stumble across a Financial Services firm, I decided to pop one through the postbox and here we are now, various roles within the industry, fully qualified and one exam away from Chartered Status, at the time of writing.

I have loved every minute of my journey, from a junior administrator, to Personal Assistant to the Director, to Paraplanner and Head of Paraplanning to a Financial Planner. Each stage has given me the experience needed for the Financial Planner role but importantly how to understand the journey for the client, in the best way possible.

I am truly passionate about helping people and this role enables me to do just that. I like to call it financial therapy. I get excited when I am able to help people learn about their own financial situations and in doing so, provide a service that can help certains goals and aspirations become reality.

Outside of work, you will find me spending time with my husband, Ben and daughter, Leni, friends and family. I also have two dogs who are now on the older side of life, but loved very much. I love music, being outdoors, trying to be healthy but also eating good food and baking.