Why Work With My Home Journey With Lisa?
Choosing a mortgage and protection adviser is about more than rates — it’s about trust, understanding, and knowing you have the right support behind you.
- A genuinely personal approach I take the time to understand you, your family, and your goals. There’s no rushing, no pressure, and no jargon — just clear, honest conversations designed to help you feel confident in your decisions.
- Up to date, relevant, client-focused advice As an unrestricted adviser, I’m not tied to any single lender or insurer. This means every recommendation is based on what’s right for you, not what suits a provider.
- Real-life understanding As a working mum of two, I understand the realities of balancing family life, finances, and future planning. That lived experience shapes the way I provide advice — practical, realistic, and focused on long-term security.
- Qualified, knowledgeable, and experienced. With a degree level background in Accounts and Finance and more than ten years’ experience in the financial sector, I have built my career around helping people make sense of their finances. My journey from Accounts Manager to Financial Director has given me a strong technical foundation, which I expanded further by becoming a Utility Warehouse Partner in 2019. Qualifying as a mortgage adviser in 2023 has allowed me to bring all of this experience together, offering practical, client-focused advice at every stage of the home journey.
- Support beyond the mortgage I will always look at the bigger picture. From securing the right mortgage and protection cover to helping reduce household utility bills, I support clients in managing their finances as a whole — not just one piece at a time.
- Local expertise, nationwide reach Based in Leicester and supporting clients across Leicestershire, the East Midlands, and the entire UK, I combine local understanding with the flexibility to help wherever you’re based.
