I have been part of St. James’s Place since 2012 and joined Lisa’s Practice in January 2014.

Lisa is extremely knowledgeable, supportive, and positive; her Practice has a real togetherness and strong work ethic which builds long-lasting relationships with clients. I have always enjoyed working as part of a team and relish the opportunity to help guide and lead the team, drawing on my 10 years of experience at St. James's Place.

During my time within LMC Financial Planning, I have gained considerable knowledge and expertise within the Financial Services profession and enjoy the technical side of financial planning. My role is to ensure the smooth day to day running of the Practice which comprises all areas of business administration, including the processing of new business, compliance and dealing with existing and new clients daily, providing the highest level of service. No two days are the same and each challenge and learning opportunity gives me a sense of achievement in my role.

I would describe myself as enthusiastic, outgoing, and loyal which I believe to be essential qualities whilst working in the Financial Services sector.

In my personal time I enjoy cooking, socialising with family and friends and seeing as much of the world as possible.

Meet the Team

Lisa McCreadie

Principal

Marisa McMullen

Practice Manager

Natasha Rowan

Administrator

Lisa McCreadie

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