Lisa A Anderson CFP Chartered FCSI (Financial Planning) FPFS
Lisa has worked in the financial services sector for over 20 years, having qualified as a Chartered Financial Planner in 2015 as well as a Certified Financial Planner CFP™ in 2017. She is a Fellow of the Personal Financial Society and the Chartered Institute of Securities and Investment.
Lisa joined the Continuum partnership in June 2021 and is a self-employed Independent Financial Planner. Chalmers HB have specifically chosen to work with Lisa and have selected her to help and support our clients with their financial planning needs, which includes Retirement Planning, Estate Planning, Wealth Management and all other areas of financial planning. Lisa is very experienced with supporting and working with those who have a business, farming clients as well as private individuals. She specifically enjoys taking a collaborative approach with your Accountant at Chalmers HB, to ensure a successful outcome for you.
Lisa was born in Wells and comes from a farming background. She grew up on the Mendips and went to school in Bruton. Lisa is married and has a daughter. She now spends her time between Croscombe and Bristol.