Lisa Smith, Financial Planner - Financial ServicesThames Valley
Lisa is highly-experienced, having worked for over 18 years in the financial industry. She joined Kirk Rice in 2017, progressing to her current position as a qualified Financial Planner in 2022. Lisa is a real people person and enjoys meeting clients, demonstrating the value of independent financial advice to them. Outside of work she has a love for running and making special memories with family and friends.
Got a question for me? Common customer questions relate to: Tax & VAT help, How to set up a new business, Outgrown current accountant, Setting up UK subsidiary, Bookkeeping complications, PAYE and payroll advice...