Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Expertise in

Financial Protection

Mortgage Advice

Location

Based in

Perth

Covers

Perthshire, Fife, Stirling

Lisha Moffat

Senior Mortgage and Protection Adviser

I have over 10 years’ experience in financial services and have spent the last 8 years working as a Mortgage and Protection Adviser.

I am able to advise and help clients on all aspects of residential and buy to let mortgages and ensure them and their family are suitably protected with the right type of insurances.

My main aim is to ensure that all my clients are looked after in the best way possible, they have access to the very best mortgage deals and solutions and have peace of mind that they and their families are protected in the very best way against all eventualities.

Expertise in

Financial Protection

Mortgage Advice

Location

Based in

Perth

Covers

Perthshire, Fife, Stirling

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