ABOUT

Lisa Wellington


ABOUT US

Lisa Wellington

Paraplanner

My career has spanned across the financial services industry for over eight years. I joined Robert Bruce Financial Planning in October 2017 as a paraplanner. I am a highly motivated and organised person and passionate about my role in ensuring our clients receive an exceptional service. I’m a member of the Personal Finance Society and am working towards my Level 4 Diploma in Financial Planning. In my spare time, I really enjoy playing squash and spending time with family and friends.

For more information, please call me on +44(0) 1604 760 766 or email lisa@robertbrucefp.com

Robert Bruce Financial Planning
73 St. Leonard’s Road
Northampton
NN4 8DN

Tel: +44(0) 1604 760 766
Fax: +44(0) 1604 762 343
Email: theteam@robertbrucefp.com


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For more information about our services, please speak to your adviser or call +44(0) 1604 760766


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Please get in touch online or call +44(0) 1604 760766 to find out more about our services.