Lisa Donald

I graduated from Glasgow Caledonian University with a BA (Hons) in Financial Services in 2007. I have worked in Financial Services since then as both a Paraplanner and Mortgage Adviser. I joined Save & Invest in 2012 as a Paraplanner where I studied for my Diploma in Financial Services and qualified in 2014. I have been an adviser since then, building up my client bank.

My approach to financial planning is rooted in clarity, strategy and a long-term partnership with my clients. I like to take time to listen and understand my clients, so I have an understanding of what matters to them and the goals they would like to achieve. I have an emphasis on education, transparency and good communication to ensure my clients always feel supported. I offer a wide range of financial services including investments, protection, retirement planning and mortgages.

Outside of work, I enjoy spending time with my family and friends, good food and of course, going on holiday.