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
Email: theteam@robertbrucefp.com
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