Lisa Sheldon

Lisa Sheldon is a highly experienced professional in the financial services sector with a career spanning since 2014. Starting as a Mortgage Administrator, she progressed to become the sole Paraplanner and eventually the Senior Mortgage Adviser. Her roles involved direct client communication, mortgage sourcing, application submission, processing, and ensuring top-level customer service. Lisa specializes in producing compliant suitability reports, sourcing protection insurance, and managing client health questionnaires.

With a strong commitment to continuous learning, Lisa Sheldon has always sought to expand her understanding of various aspects of the financial industry. Her journey includes significant roles at prestigious organizations such as Tudor Financial Consultants Limited, Response Mortgage Services, and Tenet Group. Each position has contributed to her expertise and professionalism in the financial services domain.