Lisa Morman

Chartered Financial Adviser

Lisa Morman has worked in financial services since 2012. She started her career at Brunsdon Financial, before moving to London and working as a paraplanner for a boutique wealth manager.

Lisa subsequently moved to a retirement planning specialist firm where she further developed her skills in pensions, pension taxation and retirement planning.

She rejoined Brunsdon Financial in December 2018 as a chartered financial adviser. Her passion is to make financial services and financial advice easy and accessible to all. Lisa says she loves to help people to feel safe and secure about their finances and to help them to lead a more comfortable and happy life.

Outside of work, Lisa loves exercising, socialising and travelling. Triathlons and yoga are a big part of her life. She also enjoys running marathons and completed both an Ironman and Ultramarathon in 2019.