Lisa Shepherd

Lisa Shepherd Email and Phone Number

Director at SGM Financial Management Ltd @ SGM Financial Management Ltd
Lincoln, GB
Lisa Shepherd's Location
Lincolnshire, England, United Kingdom, United Kingdom
Lisa Shepherd's Contact Details

Lisa Shepherd personal email

n/a
About Lisa Shepherd

Lisa Shepherd is a Director at SGM Financial Management Ltd at SGM Financial Management Ltd. She possess expertise in wealth management, trusts, pensions, inheritance tax planning, mortgage lending and 11 more skills.

Lisa Shepherd's Current Company Details
SGM Financial Management Ltd

Sgm Financial Management Ltd

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Director at SGM Financial Management Ltd
Lincoln, GB
Website:
sgmfinancialmanagement.co.uk
Employees:
3
Lisa Shepherd Work Experience Details
  • Sgm Financial Management Ltd
    Director
    Sgm Financial Management Ltd Mar 2021 - Present
    Lincoln, England, United Kingdom
    View
  • Castlegate Financial Management Ltd
    Financial Planner
    Castlegate Financial Management Ltd Nov 2016 - Feb 2021
    Grantham
    View
  • Nfu Mutual
    Financial Advisor
    Nfu Mutual Apr 2014 - Oct 2016
    Lincoln, United Kingdom
    View
  • Chattertons Solicitors
    Independent Financial Adviser
    Chattertons Solicitors Mar 2011 - Mar 2014
    Lincoln, United Kingdom
    View
  • Chattertons Solicitors
    Independent Mortgage Adviser
    Chattertons Solicitors Nov 2004 - Mar 2011
    View

Lisa Shepherd Skills

Wealth Management Trusts Pensions Inheritance Tax Planning Mortgage Lending Income Protection High Net Worth Individuals Estate Planning Investment Advisory Retirement Planning Wealth Wills Asset Allocation Financial Advisory Financial Planning Strategic Financial Planning

Frequently Asked Questions about Lisa Shepherd

What company does Lisa Shepherd work for?

Lisa Shepherd works for Sgm Financial Management Ltd

What is Lisa Shepherd's role at the current company?

Lisa Shepherd's current role is Director at SGM Financial Management Ltd.

What is Lisa Shepherd's email address?

Lisa Shepherd's email address is li****@****ons.com

What skills is Lisa Shepherd known for?

Lisa Shepherd has skills like Wealth Management, Trusts, Pensions, Inheritance Tax Planning, Mortgage Lending, Income Protection, High Net Worth Individuals, Estate Planning, Investment Advisory, Retirement Planning, Wealth, Wills.

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