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Lisa Philipson
Lisa is based in Preston for One Four Nine Wealth. Joining back in 1988, Lisa is the longest-serving member of staff in Preston and alongside her vast experience and knowledge she is a highly valued part of the team. From coordinating client reviews and providing support where necessary including utilising her impressive memory for long-standing clients, she thoroughly enjoys all aspects of her role.
Back to our team.
We are passionate about lifestyle financial planning to identify appropriate solutions to achieve the best outcomes for clients
Latest News
Guide to New Year Strategies
January 8, 2025
A comprehensive 34 page guide from One Four Nine Wealth
One Four Nine Wealth Magazine – Issue 15
January 8, 2025
Issue 15, January/February, of One Four Nine Wealth magazine
Quarterly market commentary – December 2024
December 13, 2024
A comprehensive 16 page review of the markets