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Meet the Team / Lisa Small

Lisa Small - Wealth Management Case Manager

Lisa has been working in Financial Services for over 15 years. She has found her niche in case management where she liaises with providers, clients and advisers to ensure everything runs smoothly.

Get in Touch

Andrew Norrby
Financial Adviser
Tel 07740 973180
Email andrewnorrby@tpllp.com

Address

True Potential Wealth Management
4 Ryanscourt
Lisburn
Down
BT27 5AE

Registered Head Office

Gateway West
Newcastle upon Tyne
NE15 8NX

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Your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Past performance is not a guide to future performance. Tax rules can change at any time.

I offer advice on limited types of products. Primarily, I will advise on strategy funds and tax wrappers held on the True Potential Wealth Platform. In circumstances where the True Potential Wealth Platform does not have a product to meet your needs, I will broaden my research to other companies with products not available on the True Potential Wealth Platform. You may ask me for a list of those companies.

True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. FSR No. 529810. www.fca.org.uk. The Financial Conduct Authority does not regulate will writing, buy-to-let mortgages, tax advice or estate planning.

Registered in England and Wales as a Limited Liability Partnership No. OC356611.

impulseSave® and True Potential One® are registered trademarks of True Potential Investments LLP.

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