Lisa Rolfe
Financial Adviser
Time in the industry
20 years
Qualification
DipFA, CeMap, CeRER, FSRE
Clients I most often work with
Clients from all different backgrounds
Favourite hobby
Running, Swimming
In their words
I became a financial adviser because....
I have always enjoyed talking to my clients, getting to know their situation, and helping them with their finances. Money is such an important and emotional part of people’s lives, and I find it incredibly rewarding when I can help them find the right solution. As a mortgage adviser too, I’m able to provide a truly holistic service.
Your home may be repossessed if you do not keep up repayments on your mortgage.
If I could meet my 18 year old self and teach them one thing...
The fun side of me would tell her to grab every opportunity with both hands! The sensible part would tell her to budget better and save for the future, whilst still living for the moment.
Fun Fact
On my 18th birthday Carl Cox kissed me on the cheek and wished me happy birthday.
I specialise in….
Cash flow planning. By understanding what my clients want to achieve, I can put a plan together to ensure that they know what to do to get there.
Outside of Luma, you’ll find me…
Socialising with family and friends or planning my next trip, whether it’s a holiday or just a day out to make memories.
“Lisa was very supportive and professional in providing me with sound financial advice. She helped with both my financial planning and mortgage services.”
Adele,
Kingston
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Meet our people
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