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.

Want to tackle your finances? Contact us.

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