Steven Henry BA (Hons) DipPFS Cert CII (MP) CeRGI

With over 15 years’ experience in financial services in a variety of roles, Steven's technical knowledge spans many different areas of advice.

Whilst Steven covers most aspects of financial planning, he specialises in pensions, investments and financial protection. His core work includes pension consolidation exercises and creating bespoke income strategies for clients looking to retire.

Recognising the value and opportunities presented by technological innovation, he ensures the firm embraces the latest systems and research capabilities to support the firm's advice process. He is also responsible for the day-to-day running of the firm. 

Away from the office Steven enjoy walks in the Ribble Valley countryside and visiting areas of historical interest with his partner, Kim.

Steve has been in financial services for over 20 years beginning with AXA Wealth.

His entire career in financial services has been as an adviser, helping clients make the most tax efficient use of their wealth. Steve meets with his clients on a regular basis to ensure their plans are on track to achieve their financial objectives.

Away from work Steve is married with two children. He enjoy walking his two boxer dogs Martha and Dudley and holidaying with his family in France.

Lisa started her working life with Prudential beginning as a Sales Support Analyst in a back office function supporting the frontline sales force with training, analyses, systems and marketing before becoming an adviser in 1993. Lisa spent a further 3 years at Prudential before moving to Midland Bank – now HSBC. 

The majority of her early career involved advising personal clients before moving on to also advise on the financial needs of businesses until 2013. Since then she has continued her career in financial services as an Independent Financial Adviser.

Lisa enjoys being able to develop a close working relationship with her clients and helping them achieve their goals through careful financial planning. She can advise on a broad range of financial planning areas for both individuals and businesses including pensions, investments, protection and both residential and buy to let mortgages.

Personally, Lisa is married to Steve with 3 children and lives in the Ribble Valley. She enjoys walking, holidaying and spending time with friends and family.

Chris has a B.Sc. Honours degree in Management Sciences from the University of Manchester Institute of Science and Technology, and worked in the engineering industry, as a university researcher, and as a management consultant before taking up financial services in the 1980's.

Chris was part of the first group of advisers to be granted Chartered Financial Planner status in 2005 and is qualified as a Pension Transfer Specialist.

Chris is qualified to advise in specialist areas such as Long Term Care, Equity Release and Mortgages, but now specialises in all aspects of retirement planning.

In his spare time Chris enjoys walking with his dog in the West Pennine Moors where he lives, taking an active part in his village community, playing table tennis, and family life with his two grandsons.