Lisa Russell

Independent Financial Adviser

Lisa Russell Hugh James Independent FInancial Advisers
Email
lisa.russell@hughjames.com
Department telephone
029 2066 0565
Connect via LinkedIn

Lisa Russell has been specialising in mortgage and insurance advice since 2009 where she worked as an Assistant Branch Manager at Leeds Building Society. Since 2014 Lisa has been an independent mortgage and insurance adviser providing advice on the whole of the market. She is able to search the whole of market by using constantly updating information to ascertain the most suitable and competitive mortgage product, whether you be a first time buyer, looking to re-mortgage or for a buy to let investment. She is also able to access mortgages that are not available through high street lenders and can often place mortgages that are out of the ordinary, such as for those who have been self-employed for a short time or those with unusual situations.

Lisa also specialises in insurance and she is able to source a wide range of protection products available that can protect your family or your business through difficult times, such as death or illness. She can review your existing policies or advise on new ones to make sure you have the most suitable and competitive product available on the market.

Lisa provides an extremely thorough service to clients, being in regular contact and assisting throughout the whole process from application to completion, being genuinely compassionate about her client. She has received excellent feedback and below are some examples of client’s comments;

“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

 

Expertise

  • Mortgage and protection advice

Career history

Before joining Hugh James in August 2013, Lisa started her financial career at Leeds Building Society as Assistant Branch Manager and Mortgage Adviser. During her time at Leeds, Lisa gained a comprehensive understanding of the financial industry as well as being awarded Leeds Building Society ‘Adviser of the Year’ in 2012.

She is now enjoying the wider opportunities available in providing advice on the whole of market for both mortgages and insurance.  Lisa holds her full CeMAP qualifications, which meets the standards required by the FCA to practice as a licensed mortgage adviser, however exceeding this she has also achieved a Diploma in Regulated Financial Planning and is now striving for Chartered status; the highest level of technical and professional knowledge and competence through professional qualifications.

Memberships

Experience

Lisa was awarded ‘Adviser of the Year’ in 2012 due to her external development with solicitors, housing associations and accountants which helped the branch to achieve second in the country out of 68 branches.

Education

  • CII R01-6 in Diploma for Regulated Financial Advice
  • CeMAP Level 1-3
  • 2:1 BA Hons degree in Business and Geography (minor)

What do you love most about your job?

Every day I learn something new!

What do you like to do outside work?

Outside of work, I enjoy playing netball, both competitively and socially, as well as badminton and fitness. I also enjoy travelling, having spent seven months visiting places around the globe in 2013.

 

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