Client Portal 0121 313 1370

Lisa Pietrzak

Qualifications

Professionally

At work

Lisa works closely with the advisers to spend time understanding what is going on in the client’s world. This is crucial in ensuring a tailored service is delivered to each and every client. Lisa also acts as a point of contact for any queries.

Lisa has over ten years of experience working in wealth management, having started her career in 2010.

Personally

At home

In her spare time, Lisa’s interests include visiting new places, reading and learning about history, and National Trust days out.

Spotlight questions

Getting to know
Lisa

What do you enjoy most about your job?

Getting to know our clients and delivering a good service.

Tell us something people may be surprised to learn about you…

I once travelled to Ethiopia with a charity to raise awareness of the lack of clean water in Africa.

What’s at the top of your bucket list?

To visit Australia once my daughter, Sophie, is old enough.

contact us

We’re here to help

    0121 313 1370
    The Cruck Barn
    20 Country Park View
    Sutton Coldfield
    B76 1TE

    Henwood Court, The Cruck Barn, 20 Country Park View, Sutton Coldfield, B76 1TE – T: 0121 313 1370

    Henwood Court Financial Planning Limited is a Limited Company registered in England & Wales under number 05280846. Henwood Court Financial Planning Limited is authorised and regulated by the Financial Conduct Authority (FCA), 12 Endeavour Square, London, E20 1JN, and is bound by its rules. Henwood Court Financial Planning Limited is entered on the FCA register and their registration numbers is 417707. Registration can be checked on the FCA’s website by clicking here or by contacting the FCA on 0800 111 6768. The registered address of Henwood Court Financial Planning Limited is The Cruck Barn, 20 Country Park View, Sutton Coldfield, B76 1TE.

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