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Lisa Kreuk

Financial advisor

Personal contact and a lasting relationship with the customer is paramount

I studied Financial Service Management at the Hogeschool Utrecht. And before I joined Poundwise I worked as a customer advisor at an insurance company. What I love about the job is the gratitude of customers when you can solve something for them. I started working at Poundwise because as a consultant, personal contact and a sustainable relationship with the customer are paramount. Being able to switch quickly with the different departments in order to be able to give the customer complete advice. The one-stop-shop concept makes Poundwise just a bit different from other consulting firms. My ambition is to grow into a financial planner. Not only looking at one part of the advice, but being able to offer a total overview in all areas. At Poundwise, I get the opportunity to do this by taking the Certified Financial Planner study.

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