Archway Financial Solutions

Call Us: 01425 600616

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Lisa Willis

Lisa Willis Archway Financial Solutions
Lisa Willis – Trainee Paraplanner

Lisa is our Trainee Paraplanner and has a background of several years working in financial adviser offices. She brings a level of expertise to our administration team that is second to none.

Lisa’s knowledge of Fantasy films and books makes for some entertaining conversations in the office. Thanks to Lisa, the subject of Dungeons and Dragons is banned in the office.

In Lisa’s own words…

What did you do before joining Archway?

I studied Acting and Drama at college and university, followed by working in retail for a couple of years.  I wanted to expand my horizons so took a job working for free at a Financial Advisers for a couple of weeks to gain some experience.  They took me on full time and I have worked in the financial industry ever since, and that as they say, is that!

What do you enjoy about working here?

The people. It is a cliché, but that does not make it any less true. Archway is a family. And it makes working here such a pleasure. Even if they do try to stop me regaling them with the latest adventures in D&D!

What do you enjoy doing outside of work?

Even though I decided not to take the professional route, I still thoroughly enjoy singing and acting. I am a member of a local theatre group that put on a pantomime each year to raise money for charity.

 

Call 01425 600616 or email us to book your introductory chat

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Call 01425 600616 to arrange your introductory chat or email us

Your Rights

Archway Financial Solutions LLP

Registered in the UK No. OC316476

Registered Address: 3 Pine Close, Ferndown, Dorset, BH22 9QX

We are entered on the Financial Services Register No 448076 at https://register.fca.org.uk/.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

Should you have cause to complain, and you are not satisfied with our response to your the complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows
V9.0 (2018)
​

You Should Know

Authorised and regulated by the Financial Conduct Authority.

Contact Us

17 Headlands Business Park
Salisbury Road
Ringwood
Hampshire
BH24 3PB

T: 01425 600616 (All calls to and from our landlines and mobiles are recorded to meet regulatory requirements)
or
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