Lisa Kreuk

Lisa studied Financial Service Management at Hogeschool Utrecht. Before joining Poundwise, she worked as a client advisor at an insurance company. “What I enjoy most about my work is the gratitude from clients when I can help them with their financial issues. I joined Poundwise because I believe in the importance of personal contact and building long-lasting relationships with our clients as an advisor. Financial planning is essential in this; it enables me to support them in their financial goals over the long term.”

Lisa values the ability to quickly coordinate with the various departments so she can provide clients with comprehensive advice. “The one-stop-shop concept makes Poundwise unique compared to other advisory firms. I have successfully completed the Certified Financial Planner program, which allows me to offer total advice to our clients. This enables me not only to map out their current situation but also to work together on their future plans. Through this integrated approach, we can collaborate on building a secure financial future.”