Lisa started a career in financial services 21 years ago, including some time spent in Australia. After several years raising a family during which she set up her own highly successful childminding business, Lisa returned to the sector as a Financial Administrator in 2021 and now specialises in the preparation of Reports for our client’s regular review meetings. Lisa is keen to progress her studies and obtain a Diploma in Financial Planning.
When our clients talk about what it’s like to work with us, certain words come up time and again: we make them feel comfortable; we give quality advice; we make financial advice accessible to anyone who needs it. The case studies, testimonials and reviews we’ve collected over the years speak for themselves – take a look and you’ll see what we mean.
Bulley Davey Wealth Management is a trading style of Futura Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority number 515272.
Futura Wealth Management Limited is registered in England and Wales, Company House number 05667226. Registered address: Chatsworth House, 39 Chatsworth Road, Worthing, West Sussex, BN11 1LY
The value of your investment may go down as well as up, and you may not get back what you initially invested.
The Financial Conduct Authority does not regulate Tax, Wills and Trust Planning.
