Lisa Johnson
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Lisa Johnson Email & Phone Number

Chartered Financial Planner at Pinnacle Financial Planning Limited
Location: Birmingham, England, United Kingdom 6 work roles 2 schools
1 work email found @pinnaclefp.co.uk LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email l****@pinnaclefp.co.uk
LinkedIn Profile matched
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Role
Chartered Financial Planner
Location
Birmingham, England, United Kingdom
Company size

Who is Lisa Johnson? Overview

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Quick answer

Lisa Johnson is listed as Chartered Financial Planner at Pinnacle Financial Planning Limited, a company with 13 employees, based in Birmingham, England, United Kingdom. AeroLeads shows a work email signal at pinnaclefp.co.uk and a matched LinkedIn profile for Lisa Johnson.

Lisa Johnson previously worked as Regional Development Manager at Quilter Cheviot Ltd and Chartered Financial Planner at Merito Financial Services Limited. Lisa Johnson studied at High Arcal Grammar School.

Company email context

Email format at Pinnacle Financial Planning Limited

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{first}{last}@pinnaclefp.co.uk
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AeroLeads found 1 current-domain work email signal for Lisa Johnson. Compare company email patterns before reaching out.

Profile bio

About Lisa Johnson

Lisa Johnson is a Chartered Financial Planner at Pinnacle Financial Planning Limited. She possess expertise in investments, financial services, wealth management, pensions, retirement planning and 21 more skills. Colleagues describe her as "I have had the pleasure of working with Lisa both professionally as well as knowing her on a personal level, for the best part of 3 decades. Lisa is an excellent Chartered Financial Planner and her commitment to her clients is truly commendable. She goes above and beyond to understand their financial goals and circumstances, to ensure that her advice is tailored to their needs. Lisa takes the time to build strong client relationships, earning the trust of her clients through her… Show more" and "I worked with Lisa some years ago at Clerical Medical, when I was a Regional Business Development Manager for the offshore part of the group. Lisa was diligent and tenacious in her work, respected and liked by her clients and focussed in her efforts to stand out among her peers. Lisa has obviously succeeded in her aspirations since then and I would have every confidence that her hard work and professionalism have played a large part in her success."

Listed skills include Investments, Financial Services, Wealth Management, Pensions, and 22 others.

Current workplace

Lisa Johnson's current company

Company context helps verify the profile and gives searchers a useful next step.

Pinnacle Financial Planning Limited
Pinnacle Financial Planning Limited
Chartered Financial Planner
Employees
13
AeroLeads page
6 roles

Lisa Johnson work experience

A career timeline built from the work history available for this profile.

Regional Development Manager

West Midlands

Quilter Cheviot LtdAs Regional Development Manager for the West Midlands I am working with advisers to identify the changes and opportunities that RDR brings in relation to the benefits of Discretionary Fund Management for both their clients and themselves.Quilter Cheviot's services are:-The Discretionary Portfolio Service, offering bespokeportfolio.

Feb 2015 - Mar 2018

Chartered Financial Planner

Merito Financial Services Limited

West Midlands

Nov 2013 - Jan 2015

International Business Development Manager

Midlands

An experienced Account Manager enjoying success in the Financial Services sector with key IFA accounts. Key strengths included building long term business relationships and providing both sales, marketing and technical support to individuals.I am a Chartered Financial Planner as well as a Fellow of the Personal Finance Society.

Nov 2012 - Nov 2013

Regional Sales

West Midlands

An experienced Account Manager with extensive Sales and Marketing experience in the Financial Services Sector.

Jan 2010 - Nov 2012

Senior Sales Consultant

Clerical Medical
Jun 1992 - Dec 2009
Team & coworkers

Colleagues at Pinnacle Financial Planning Limited

Other employees you can reach at pinnaclefp.co.uk. View company contacts for 13 employees →

2 education records

Lisa Johnson education

Education record

High Arcal Grammar School

Education record

.

Chartered Financial Planner , Fellow of the Personal Finance Society Associate of the Chartered Insurance Institute (ACII) Chartered.

FAQ

Frequently asked questions about Lisa Johnson

Quick answers generated from the profile data available on this page.

What company does Lisa Johnson work for?

Lisa Johnson works for Pinnacle Financial Planning Limited.

What is Lisa Johnson's role at Pinnacle Financial Planning Limited?

Lisa Johnson is listed as Chartered Financial Planner at Pinnacle Financial Planning Limited.

What is Lisa Johnson's email address?

AeroLeads has found 1 work email signal at @pinnaclefp.co.uk for Lisa Johnson at Pinnacle Financial Planning Limited.

Where is Lisa Johnson based?

Lisa Johnson is based in Birmingham, England, United Kingdom while working with Pinnacle Financial Planning Limited.

What companies has Lisa Johnson worked for?

Lisa Johnson has worked for Pinnacle Financial Planning Limited, Quilter Cheviot Ltd, Merito Financial Services Limited, Axa Wealth, and Metlife.

Who are Lisa Johnson's colleagues at Pinnacle Financial Planning Limited?

Lisa Johnson's colleagues at Pinnacle Financial Planning Limited include Paul Montgomery, Adrian Reynolds, Nicole Bodycote, Katie Smalley, and Tara Adams.

How can I contact Lisa Johnson?

You can use AeroLeads to view verified contact signals for Lisa Johnson at Pinnacle Financial Planning Limited, including work email, phone, and LinkedIn data when available.

What schools did Lisa Johnson attend?

Lisa Johnson studied at High Arcal Grammar School.

What skills is Lisa Johnson known for?

Lisa Johnson is listed with skills including Investments, Financial Services, Wealth Management, Pensions, Retirement Planning, Retirement, Strategic Financial Planning, and Wealth.

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