Welcome

At Personal Finance Movement our mission is to make expert financial guidance accessible, supportive, and inclusive. We exist to empower people especially those who have been overlooked by the traditional system with the tools, knowledge, and confidence to take charge of their financial lives.

We meet people where they are. We walk beside them as they grow. And we create a safe space for financial transformation, one conversation at a time.

How we work

A Warm Welcome 

We begin with a relaxed free no-pressure conversation. This is a chance for you to share where you are now, what you need support with, and to ask any questions about how we work.

A Clear, Honest Proposal

If we decide to work together, we will send you a personalised proposal outlining the services we can provide, along with a breakdown of my fixed fees. There are no surprises, just clarity and transparency.

The Deep Dive

We will take a full look at your financial picture including your goals, concerns, values, and current situation. This is where we begin to turn uncertainty into clarity.

Your Personal Plan

You will receive a tailored, practical, and easy-to-understand financial plan. Everything will be explained in plain English and based on what is most important to you.

Ongoing Support That Grows With You

We believe financial advice should be a long-term relationship where we act as your advocate in all financial matters from a salary negotiation to starting your own business. As your life changes, we will be here. Whether you need annual reviews, regular check-ins, or someone to talk to during major life events, we will continue to support you as your goals evolve.

Confidence, Clarity, and Progress

Our goal is that you leave each step of the process feeling more empowered, more in control, and more confident about your financial future. This is about more than just numbers, it is about building a life on your terms.

CONTACT

We’re visionary; award winning and pioneering change in the financial services industry.

VouchedFor Reviews

  • "During the 15 minute into call you taught me more than my existing financial adviser did in our recent 2 hour meeting"

  • "Lisa has been amazing and so full of knowledge. I now have started investing my money in more than one area and feeling more confident about the future."

  • "Everything was explained clearly, and the report she provided was well-structured, easy to follow, and included clear, actionable steps."

  • "Lisa has been amazing she has now streamlined my finances in such a way it's easy to manage and not too over whelming. She has helped me set up a pension SIPP fund, stocks and shares ISA fund and a cash ISA for emergencies which is great as now i feel there is some structure to my finances! The advise has been solid and excellent value for money."

37 verified reviews