Who we are
A word from our Founder and CEO, Lisa Meller.
As an independent financial adviser and former solicitor, I am passionate about changing the way people experience financial advice. I founded Personal Finance Movement to challenge a system that too often leaves people behind, particularly women, to create something more inclusive, empowering, and personal.
With a background in law and a love of transparency, I offer fixed initial fees and jargon-free advice that puts people first. My clients are not just looking for a report. They are looking for confidence, direction, and someone who truly listens. That is exactly what I aim to provide.
I also mentor aspiring advisers, speak regularly for global organisations, and advocate for greater inclusion and representation in the industry. Whether I am helping a client build their future or support the next generation of professionals, I bring compassion, integrity, and purpose to everything I do.
ANNA TRAN
Hi, I am Anna an Trainee Financial Adviser at Personal Finance Movement. I have graduated with a Master’s in International Investment Banking and a Bachelor’s degree in Banking and Finance from the University of Lincoln, and I am currently working towards my DipFA qualification so that I can become a fully licensed Financial Adviser.
I am passionate about helping people gain clarity and confidence in their finances, and about supporting them as they build a secure and independent future. I care deeply about closing the financial gap and making money feel less intimidating and more accessible, so that everyone can feel informed, confident, and in control of their financial decisions.
Contact us
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