Personal Finance Movement Ltd
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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
Financial Advice
You will receive tailored product and investment recommendations.
01
Full Management
- Initial Fees: from £2,500
- Ongoing Fees: from £2,500 a year
- Annual meetings
- Comprehensive Financial Planning Report
- Management of investments
02
Bespoke
- For those clients with asset levels above £1 million and / or more complex needs
- Please enquire for details.
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Interested in a partnership or have any questions? We're here to help! We look forward to hearing from you.
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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.