Lisa Johnson Email & Phone Number
Chartered Financial Planner @ Pinnacle Financial Planning Limited
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Lisa Johnson Location
- Birmingham, GB
Lisa Johnson Work
- Chartered Financial Planner @ (March 2018 - Present)
- Regional Development Manager @ (February 2015 - March 2018)
- Chartered Financial Planner @ (November 2013 - January 2015)
- International Business Development Manager @ AXA Wealth (November 2012 - November 2013)
- Regional Sales @ (January 2010 - November 2012)
- Senior Sales Consultant @ (June 1992 - December 2009)
Lisa Johnson Education
- High Arcal Grammar School
- .
Lisa Johnson Skills
- Building long term relationships ,
- Training IFAs from both a sales and technical perspective
- Creating long term business strategies to grow business with key accounts
- Pensions
- Wealth Management
- Retirement Planning
- Strategic Financial Planning
- Retirement
- Investments
- Wealth
- Financial Services
- Investment Advisory
- Fixed Annuities
- Estate Planning
- Inheritance Tax Planning
- Investment Strategies
- Protection
- New Business Development
- Business
- Long Term
- Key Account
- Inter-personal
- Business Development
- Financial Planning
- Sales
- Insurance
- Leadership
- PowerPoint
- Building Long Term Relationships
- Finance
- Strategic Planning
- Microsoft Excel
- Marketing
- Inter Personal
Lisa Johnson Summary
- Lisa Johnson, based in Birmingham, GB, is currently a Chartered Financial Planner at Pinnacle Financial Planning Limited. Lisa Johnson brings experience from previous roles at Quilter Cheviot Ltd, Merito Financial Services Limited, AXA Wealth and MetLife. Lisa Johnson holds a High Arcal Grammar School. With a robust skill set that includes Building long term relationships ,, Training IFAs from both a sales and technical perspective, Creating long term business strategies to grow business with key accounts, Pensions, Wealth Management and more. Lisa Johnson has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Lisa Johnson?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co