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Lisa Jones


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I’m a Paraplanner at BpH Wealth:

I have worked in financial services for nearly twenty years and joined BpH in June 2022 in a paraplanning role to work alongside the Financial Planners and provide technical support which involves research, report writing and cashflow modelling to help clients along their journey in achieving their lifetime goals.

Previously I have worked for both larger and smaller wealth management business as well as more mainstream independent financial advisory firms which has given me exposure to all areas of financial planning, and this experience is ultimately what led me to BpH Wealth and the attraction of working for a business whose ethics and mission are genuinely to do what is best for our clients.


I continue to build on my knowledge, and I am currently studying for my final exam to achieve Chartered Financial Planner status and hope to continue my studies to become a Fellow of the Chartered Insurance Institute (CII) over the next few years.

In my spare time:

In my spare time I enjoy reading and outings with my family – I have two daughters and a son (who is actually a dog!) – and of course going on holidays to visit and explore new places. I also have an interest in interior design so there is regularly some sort of project going on in our house!