Financial Planning Consultant DipPFS in Coventry
I am a financial adviser based in Coventry, providing financial planning advice across the West Midlands. I am motivated to ensure financial planning advice is accessible to all. I put my clients at the heart of what I do, working with individuals, families, business owners and the self-employed.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Home contents insurance, buildings insurance.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
Coventry
West Midlands
United Kingdom
Lisa is based in Coventry and offers expert financial advice to suit your needs.
I’m a financial adviser based in Coventry, offering financial planning across the West Midlands. My goal is to make advice accessible and put clients at the heart of everything I do. I work with individuals, families, business owners, and the self-employed, helping them achieve their goals through a personal, first-class service with the aim of maximising opportunities in a tax-efficient way.
I specialise in investing, pension planning (pre- and post-retirement), protection, inheritance tax, and succession planning. With my experience, I aim to instil confidence and peace of mind so clients can enjoy life without financial worry. As a former teacher, I have expertise in helping teachers, police officers, and NHS professionals navigate defined benefit pensions.
Outside of work, I’m a busy mum of two teenage daughters and enjoy outdoor exercise like running and walking.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 14 January 2026.
