Personal Finance Movement Ltd
Financial Advice Enquiry
About
Personal Finance Movement seeks to revolutionise the way financial advice is provided by offering a competitive pricing strategy which enables financial inclusion and assists in closing the financial gender gap.
Lisa Meller
Independent Financial Adviser
Profile
My name is Lisa Meller and I’m an independent financial adviser. I am really passionate about making financial advice more accessible and helping to close the financial gender gap.
Background
In addition to being a DipFA qualified financial adviser, I am also a qualified solicitor and have worked in the legal profession for the past six years. When I realised my own lack of financial knowledge and whilst I was studying for DipFA, I tried out a ton of different investments and I cannot wait to discuss your future investments with you.
Interests
When I am not discussing your investments with you, I love to go on long dog walks, try out new recipes or travel somewhere exotic.
Services
We offer fixed fees on all our plans - what you see is what you pay.
01
Financial Health Check
- £500 - £1,000 One-off fee
- Base fee of £500 for 0-1 existing investment accounts plus £100 for any further account
- 1 hour meeting
- Comprehensive Financial Planning Report
02
Money Mentoring
- £1,900 per year
- Two 1 hour meetings
- Comprehensive Financial Planning Report
03
Full Management
- £2,500 per year
- Semi-annual meetings
- Comprehensive Financial Planning Report
- Management of investments
04
Bespoke
- For those clients with higher asset levels and / or more complex needs
- Please enquire for details.
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Personal Finance Movement Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.