Lisa Russell

Independent Financial Adviser
Contact Number: 029 2267 5730

Lisa Russell has worked in financial services since 2009 and is an Independent Financial Adviser. She has a wealth of experience in providing mortgage advice, investment advice and assisting with retirement planning. The Hugh James IFA team are completely independent, meaning they search the whole of the market to find the most suitable and competitive products for each client.

Lisa prides herself on her outstanding customer service, which can be evidenced from the client endorsements below.  Lisa listens to each customer’s personal situation and provides bespoke solutions explained in plain English.  

Being part of the wider Hugh James family means Lisa works closely with the solicitors in the firm and therefore has a deeper understanding of legal issues faced by clients. Lisa is one of the few advisers regulated by the Financial Conduct Authority and the Solicitors Regulatory Authority so you can rest assured the advice you receive is governed by two bodies.

"You probably already know but we picked up the keys for the house on Friday, Woo! We just wanted to say thank you again for all your help, we know it was really stressful with all the deadlines but you were amazing, so thank you!" - Vicky Ansell and Adam Glencross - 2017

“Nige and I would both like to say a huge thank you to you for your assistance with the life cover and the remortgage” – Abigail and Nigel Flanagan – 2017

"It's all thanks to you that we've got our dream home. We can't thank you enough!" Amanda Lacey, 2017

"We wanted to thank you for all of your support in helping us buy our lovely new house, your knowledge and expertise meant we were able to look at all the options available to us and made all the difference as it allowed us not only to buy our dream house but also put our stamp on it straight away. We honestly attribute a huge amount to you.”  Rebecca Ashcroft and Simon Janczewski 2015

“Lisa was extremely helpful and always responded promptly and efficiently” Iona Warmington 2015

“Thank you for everything you have done for us, I’m sure we will see you again at which point the drinks are on us” James Arthur 2015

“Thanks for all your work with the mortgage application too – we were both really impressed by how quick and straightforward the process was – so much better than our experience the first time round!” Rhiannon and David Morgan 2016

"Thank you so much for making this whole experience run smoothly for us." Emma and Marcus 2017  

 

Education

  • Currently studying to become a Chartered Financial Adviser
  • CII R01-6 in Diploma for Regulated Financial Advice
  • CeMAP Level 1-3
  • 2:1 BA Hons degree in Business and Geography (minor)

Career history

Lisa started her financial career in Leeds Building Society as Assistant Branch Manager, where she gained experience and won “Adviser of the Year” in 2012.

She has been at Hugh James since 2013, where she has helped to grow the business and the team has now expanded from four to seven.  She has completed her full Diploma in Financial Advice and is now striving towards Chartered; the highest level of technical and professional knowledge and competence through professional qualifications.

Memberships

Experience

Lisa has provided advice to hundreds of people buying their homes, having developed a niche for helping clients with previous credit issues or unusual lending requirements. Recently, her expertise has grown and she has developed her knowledge of pensions and investments, including providing financial advice to charities to help ensure they are invested ethically and in line with their charity mandates

What do you like to do outside work?

I am a keen exercise enthusiast and enjoy running and gym work. I also try and swim when I have time. I also have a little boy who I thoroughly enjoy spending time with and having lots of laughs and cuddles!

What do you love most about your job?

I have a fantastic team around me who give me the autonomy and training to develop and also make me smile on a daily basis. The job itself can be challenging but I relish getting the brain cells working and I learn something new every day.

Quotes

Lisa was great to work with. I found her advice deeply re-assuring, particularly as I had tight deadlines to work to.

Jacob Roman