Lisa Lloyd-Franks

I have been a Financial Planner for over 25 years and have developed strong long-term working relationships with my clients over this period of time.

I work with Private Individual clients in relation to their overall Financial Planning objectives.

I predominantly deal with Investment and Retirement planning strategies for clients, to help them achieve their end goals and objectives in the future.

I also work with several Solicitors and advise on Family Law matters from the pre-nuptial stage through to the division of finances in relation to Divorce & Pension sharing orders.