Lisa Armstrong

Administrator

professionally

On a day-to-day basis, Lisa liaises with different policy providers and completes policy information sheets.

She also supports the advisors by writing investment reports, raising invoices, and adding information to our database.

personally

Lisa enjoys spending time with family and going on long walks with their new puppy.

She likes to go swimming twice a week and has recently started a yoga for beginners class.

Lisa takes part in helping with the McMillian Coffee Morning every September, requiring her to bake lots of cakes in two days.

Lisa in the spotlight

On an ideal weekend, you can find me:

On a long dog walk with my fiancee ended with a country pub.

If I could be any fictional character, I would be:

Fawkes from Harry Potter.

The three people at my dream dinner party would be:

Tom Hanks, David Attenborough, and Princess Diana.

Meet the team

  • VIEW
    Alison Loder

    independent financial advisor

  • VIEW
    Andrew Roberts

    independent financial advisor

  • VIEW
    Andy Bowler

    training and development manager

  • VIEW
    Andy Morris

    independent financial advisor

  • VIEW
    Cameron Cunningham

    Financial Planning Associate

  • VIEW
    Caroline Bancroft

    finance assistant

  • VIEW
    Charlotte Taylor

    Administrator

  • VIEW
    Ciaran Cunnane

    Administrator

  • VIEW
    Connor Tustain

    Independent Financial Advisor

  • VIEW
    Curtis Green

    Administrator

  • VIEW
    Dave Marler

    Managing Founder

  • VIEW
    Declan Malone

    Corporate Benefits Consultant

  • VIEW
    Ellie Andrews

    analyst

  • VIEW
    Gabrielle Wait

    analyst

  • VIEW
    Georgia Tagg

    compliance manager

  • VIEW
    Baylee Cannon

    Independent Financial Advisor

  • VIEW
    Greig Ross

    independent financial advisor

  • VIEW
    Hayley Smith

    Chief People Officer

  • VIEW
    Hugh Twigg

    Independent Financial Advisor

  • VIEW
    Jade Bates

    analyst

  • VIEW
    Jake Relton

    administrator

  • VIEW
    Jake Crossley

    Financial Planning Associate

  • VIEW
    James Andrews

    Paraplanner

  • VIEW
    Joe Morris

    Administrator

  • VIEW
    Julian Palmer

    Chartered Financial Planner

  • VIEW
    Karen Thomas

    receptionist

  • VIEW
    Kath Watkins

    analyst

  • VIEW
    Lisa Armstrong

    Administrator

  • VIEW
    Kriss Elsdon

    Chartered Financial Advisor

  • VIEW
    Mike Marler

    Chief Financial Officer

  • VIEW
    Neil O’Connell

    analyst

  • VIEW
    Nikki Charley

    Client Steward

  • VIEW
    Noah Morris

    Analyst

  • VIEW
    Paul Everitt

    Paraplanner

  • VIEW
    Ryan Carter

    Director

  • VIEW
    Scarlett Marler

    Chartered Financial Advisor

  • VIEW
    Simon Hall

    independent financial advisor

  • VIEW
    Stephanie Nisbet

    administrator

  • VIEW
    Surjit Johal

    Analyst

  • VIEW
    Tammy Bloxham

    chief executive officer

  • VIEW
    Tom Batchelor

    Independent Financial Advisor

  • VIEW
    Wayne Collard

    Chartered Financial Planner

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