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Lucas Fettes Financial Planning Financial Planning Support Manager, Lisa Gedge

Lisa Gedge

Financial Planning Support Manager

Lisa joined Lucas Fettes Financial Planning in 2016 as a Senior Administrator. With her broad product knowledge, and having worked for various advisers since joining us, Lisa now oversees both the Private Client and Employee Benefits teams, ensuring that the administration needs of the company are met on a day-to-day basis.

Lisa encourages both teams to work in a supportive and collaborative manner to ensure excellent client outcomes for all.

In her spare time, Lisa enjoys keeping fit at her local gym and spending time with her family.

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What our clients say

'I know you have done your best. You have kept in touch and your conversations have always left us feeling that you care.'
Kerry Holmes, Financial Planner
'During this time [Coronavirus Pandemic], I have required support with my portfolio and needed questions answering. This has been fulfilled to my total satisfaction and reassurance.'
Liz Burrows, Financial Planner
'I have been very impressed by how I have been looked after by my personal financial adviser and I'm entirely happy with the service she has provided.'
Sarah Maguire, Financial Planner
'[I have] no concerns because I know I can always contact my financial adviser either using email or the telephone. Very happy with the service received to date.'
Liz Burrows, Financial Planner
‘Kevin has been my financial advisor for a number of years and with his years of experience in the financial world he gives extremely sound and completely independent advice. I could not recommend Kevin more highly as a person to trust in the complicated world of finance.’
Kevin Froggatt, Financial Planner
'You have been invaluable, giving me peace of mind concerning my financial affairs for many years.'
Graham Moore, Financial Planner
'Thanks for your help and the great service.'
Nathan Munt, Financial Planner
'I am extremely grateful for your understanding and patient approach to dealing with this for me. Thanks Nathan.'
Nathan Munt, Financial Planner
'Lucas Fettes have been dealing with our Health Insurance Cover forever and I would highly recommend them to deal with your requirements.' *Part of a client referral
Beverly Lee and Neil Clarke, Financial Planners
'I am delighted that Liz was recommended to me. She is super knowledgeable, incredible trustworthy, makes the world of pensions easier to navigate and to top it all off she is just a really great person.'
Liz Burrows, Financial Planner
'My adviser made me feel he had my best interests at heart and I believe he organised the best retirement package for my needs.'
Graham Moore, Financial Planner
'I am very happy with the professional and friendly service I recieved from Angela Carpenter of your Chichester office.'
Angela Carpenter, Financial Planner
‘We are delighted with the friendly, personal and easy-to-understand advice we receive from Kevin. He always responds quickly to any queries and is very flexible in his approach. Finally feel like we are in control of our finances.‘
Kevin Froggatt, Financial Planner
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We have offices in Norwich, Diss, Peterborough, Chichester and London. Other members of our expert team are also available remotely across the UK.