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Lisa Leeland

Senior Chartered Financial Planner
Chartered Financial Planner

What does “Chartered Financial Planner” mean?

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

What does “Certified Financial Planner™” mean?

The Certified Financial Planner (CFP) accreditation is recognised globally as the “gold standard” for financial planning professionals.

It is awarded by the Chartered Institute for Securities and Investment (CISI) and is only granted where the holder can demonstrate they meet rigorous international competency, ethical and professional practice standards.

About Lisa

Lisa has worked at Chesterton House for more than 17 years. She advises clients in all areas of financial planning by listening to them and understanding their needs.

Lisa has worked in financial services for more than 30 years and holds both Chartered and Certified financial planner status.

Qualifications

FPC (Financial Planning Certificate)
A recognition offered by the Chartered Insurance Institute in the United Kingdom. Individuals who hold this qualification have satisfied coursework and testing requirements set by the organisation.
AFPC (Advanced Financial Planning Certificate)
To have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
DipPFS (Diploma in Financial Planning)
This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.
Cert CII (MP) (Certificate in Mortgage Advice)
The Level 3 Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.
CF8 (Certificate in Financial Planning and Long-Term Care Insurance)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products and the giving of long-term care insurance advice.
Cert CII (ER) (Certificate in Equity Release)
The Level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.
CertCII (Life and Pensions) Certificate in Financial Planning (Life & Pensions route)
The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.
Level 3 Award in Long Term Care Insurance
This level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.
Advanced Diploma in Financial Planning
This qualification enables professional advisers to develop specialist planning capabilities and covers topics like personal tax and trust, business financial, pension and investment planning.

Specialises in

Financial planning
Pensions
Retirement planning

Spotlight questions

When I'm not working, you'll find me…

Walking, running (just for fun!) and spending time with family.

My favourite place in the world is…

Florida – it's magical.

My favourite song to play in the car (or anywhere) is...

‘Islands in the Stream’ by Dolly Parton and Kenny Rogers.

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    2-3 Rectory Place, Loughborough, LE11 1UW