Lisa Baker

I have been in financial services for over 25 years and built a wealth of experience over that time, having previously worked for Independent Financial Adviser’s, Lloyds and Prudential.

I am a Diploma Qualified Financial Planner and hold the additional Award in Long Term Care Insurance.

Every person is different and I strongly believe that understanding each of my clients on an individual level allows me to fully understand their needs.

One of the greatest aspects of my role is working with my clients year on year, and see the planning come to fruition such as retiring early, paying off their mortgage, or helping put plans in place to safeguard against Inheritance Tax.

Life sometimes doesn’t go as planned and it is a privilege to help my clients navigate the sometimes unforeseen changes in their day-to-day lives, be that bereavement, divorce, or an unexpected change of jobs as well as sharing their successes.

By building trust, understanding and long-lasting relationships it enables me to achieve the best possible financial outcomes for my clients.

It gives me an enormous sense of pride to deliver expert and qualified advice on a wide range of financial planning areas including investments, pensions, inheritance tax planning, retirement planning and protection.

I aim to provide advice in as jargon free way, so we can jointly work towards our ultimate aim of enabling you to achieve your financial dreams and medium- and long-term goals for you, your family and your business.

Outside of work I enjoy spending time with family and friends, live music and comedy, reading and of course going on holidays.