Lisa Julian Dip PFS, Cert CII (MP & ER), BSc (Hons)

Director & Pension Transfer Specialist

01752 837950


Lisa joined Manning and Company in 2004 and became a Director in 2018. A fully-qualified Independent Financial Adviser and Pension Transfer Specialist, Lisa is a member of the Personal Finance Society as well as the Chartered Insurance Institute. Lisa lives in Devon with her husband and three children and enjoys playing netball.

For professional, independent financial advice, get in touch by calling 01752 837950

Cornwall Office

  • 5 Stret Constantine Tregunnel Hill
    Newquay
    TR7 1GH

Devon Office

  • 14 Fore Street
    Ivybridge
    Devon
    PL21 9AB

Yelverton Office

  • 5 Moorland Villas Yelverton
    Devon
    PL20 6DT

Scotland Office

  • 9 Newton Place Budshead Road
    Glasgow
    G3 7PR

© 2018 Manning and Company. All Rights Reserved. Registered in England and Wales company number: 03101454. Manning and Company is a trading name of Manning and Company (South West) Ltd. Authorised and regulated by the Financial Conduct Authority number 458361. Registered address: Unit 4, Sandy Court, Ashleigh Way, Plymouth, PL7 5JX | Privacy Policy