Lisa Sutton
Chartered Financial Planner @Westward Financial Management
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WORK HISTORY
Chartered Financial Planner @Westward Financial Management
Tiverton, GB
EDUCATION
LIBF
Diploma for Financial Advisers (DipFA), Financial Planning and Services
Chartered Insurance Institute
Diploma in Regulated Financial Planning: RO1
Park Community School, United Kingdom
All passes A - C, GCSE's
LIBF
CeMAP, Financial Planning and Services
Impellus
Leadership Skills Development
Chartered Insurance Institute
Diploma in Regulated Financial Planning: RO5, Financial Protection
Petroc Official
A Levels, Business and Economics, Psychology and English Language and Literature
ABOUT LISA SUTTON
Who am I and how can I help you? I am a Financial Planner for Westward Financial Management Ltd. I am passionate about helping people and focusing our how we can achieve their goals and objectives through effective financial planning. Life can be busy and challenging and I love the fact my role allows me to alleviate any stresses and worries individuals may have about planning for their retirement or saving for a particular goal. I believe I can provide a financial therapy and build strong ongoing relationships.I look forward to developing connections on Linked In and if you think I can help you or someone you know, please get in touch. I\'d love to help. What\'s important to you, is important to me.
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