Apr 28, 2020
Join your host Emma and her clown Barbara talking all things money. How should you deal with money? What are ways to look after your money? Is having money stored in penny jars in your dining room a good saving technique? How can you get over fear with money? Read her book – Money Lessons and she recommends the book Automatic Millonaires.
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About Lisa:
After 8 years as a financial adviser, I realised that most households, no matter what their income, face very similar dilemmas when it comes to money. The motivation to set up Miss Lolly came when I fell pregnant and started to think more seriously about my own financial future. I realised how lucky I am to have the knowledge and tools to put in place everything I need to ensure that my new family will be financially secure. I also noticed that a few hints and tips are all most clients need to restore their confidence to tackle their day to day finances by themselves. When helping clients with their financial foundations, I was being asked very similar questions, so thought it would be useful to share how I help them.
By day I work at a wealth management firm in the City of London. I am a Chartered Financial Adviser and also a Fellow of the Personal Finance Society (PFS). This is the highest qualification a financial adviser can hold and less than 2% of PFS members have reached this. I am also a member of MENSA – the high IQ Society with an IQ of 148. In my spare time, I enjoy socialising with her friends, trying out new restaurants, keeping fit and playing Sudoku. I live in South West London and I am the proud mum of Baby Lolly and Lollypop.