Meet Lisa
Find out about our professional and experienced adviser - who she is, how she can help you and how you can contact her.
Lisa Baker
Principal
I have been in financial services for over 25 years and built a wealth of experience over that time, having previously worked for a range of smaller IFA’s and larger National Firms. Every person is different and I strongly believe that understanding each of my clients on an individual level allows me to fully understand your needs. One of the greatest aspects of my role is to work with my clients year on year and see that planning come to fruition such as retiring early, paying off their mortgage or helping put plans in place to safeguard against Inheritance Tax. Life sometimes doesn’t go as planned and it is a privilege to help my clients navigate the, sometimes unforeseen, changes in their day to day lives, be that by bereavement, divorce or an unexpected change of jobs as well as sharing their successes. By building trust, understanding and long-lasting relationships it enables me to achieve the best possible financial outcomes for my clients. It gives me an enormous sense of pride to deliver expert and qualified advice on a wide range of financial planning areas including investments, pensions, inheritance tax planning, retirement planning and protection. I aim to provide advice in a jargon free way, so we can jointly work towards our ultimate aim of enabling you to achieve your financial dreams and goals – be they medium or long-term, for you, your family and your business.
Network Partner: Quilter Financial Planning
Trusted support behind the scenes, so we can focus on you
When Accolade Financial Planning was created, it was important to partner with a network that shared the commitment to doing things properly - supporting robust, personalised advice without the pressure of product sales or targets.
In case you're wondering, a network is a bit like the backbone of a financial advice firm. While we remain an independent business, we operate under Quilter Financial Planning’s regulatory umbrella. This gives Accolade Financial Planning access to expert support, compliance oversight, and the latest tools, so less time can be spent on paperwork and more time focusing on you.
Quilter, one of the UK’s leading wealth management firms, offered exactly the right fit: the freedom to run a client-first practice, with the reassurance of strong regulatory and administrative support.
As a FTSE 250-listed company, Quilter brings financial strength, award-winning service, and a highly respected reputation across the industry. Their support in areas such as technology, systems, and adviser tools helps us deliver robust, clear advice tailored to your needs.
And when extra expertise is needed, Quilter’s technical specialists are on hand—ensuring you benefit from a joined-up approach, without ever losing the personal connection that defines how we work.
In short, it’s a structure that keeps us grounded and well-supported—so you can have complete confidence in the advice you receive.
FT Financial Adviser Service Awards 2024 - Five Stars (Platform, Pension, Investments)
