Lisa Davies

Email: lisa@decarteretwealth.com 
Telephone: 01534 860 660

Lisa has over 20 years of experience in financial planning, specialising in pensions, retirement planning, investments, insurance, and mortgages. Her career has taken her across Jersey, Australia, and Spain, where she successfully ran an estate agency before returning to the UK.

After training as a Financial Adviser with Barclays Academy, Lisa spent 10 years as an Independent Financial Adviser in Manchester before coming back to Jersey for a more peaceful way of life. She thrives on helping clients gain clarity and confidence in their financial futures, particularly during major life transitions such as bereavement or divorce.

Lisa is committed to continuing professional development and is an active member of the London Institute of Banking & Finance and the Chartered Institute for Securities & Investment.

Qualifications:
Diploma for Financial Advisers (DipFA)
Level 6 Pension Transfers & Planning Advice