Lisa McCaw — Independent Financial Adviser in Sheffield
About Lisa McCaw
Lisa McCaw is a Senior Wealth Planner at Mattioli Woods, with 21 years’ experience in financial advice and a particular expertise in Inheritance Tax planning, retirement and investment planning for high-net-worth clients. Lisa began her financial career with Halifax Bank and qualified as a Financial Adviser at 25. Since then, she has built extensive experience across wealth planning, Inheritance Tax planning, trust management and complex retirement planning, including senior roles with HSBC Premier Banking and Investec, where she specialised in high-net-worth cases. Today, Lisa combines strong technical knowledge with a deeply personal approach to advice. She takes the time to understand what matters to each client, building strategies around their individual circumstances, goals and priorities. For Lisa, trust and long-term relationships are central to good financial planning, and she has supported clients through major market events, retirement and some of life’s most difficult moments. She particularly enjoys helping clients navigate complex financial decisions with clarity and confidence, whether that means planning for retirement, managing an estate or making the most of the wealth they have built. Alongside her client work, Lisa sits on a consultation group that meets with the Mattioli Woods Board each quarter, helping shape how advice is delivered across the business. Outside work, Lisa enjoys travelling, with Italy holding a special place in her heart, as well as ballet, theatre and spending time with her dog Harley and three cats.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Tax Planning
- Investment Management
- Inheritance Tax Planning
- Pension Planning
- Estate Planning
- Trust Planning
Qualifications
Diploma in Regulated Financial Planning (CII)
Regulation
Lisa McCaw is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Lisa McCaw an FCA-regulated financial advisor?
Yes. Lisa McCaw is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Lisa McCaw offer?
Lisa McCaw offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Lisa McCaw?
Fees vary depending on the service, the complexity of your situation and the assets involved. Lisa McCaw will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
Lisa McCaw is an independent financial advisor, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Lisa McCaw?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Lisa McCaw directly through the contact form.
Does Lisa McCaw work with clients outside Sheffield?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. Lisa McCaw is based in Sheffield but you can confirm preferred meeting locations and video options when you book your initial call.