Lisa’s career began as a Chartered Accountant providing business support in various industries including automotive, insurance, commercial property and telecoms. After 20 years of supporting businesses, Lisa has retrained as a Financial Planner giving her the opportunity to transfer her business skills to personal financial planning. Lisa brings with her a wealth of experience and enjoys developing a close relationship with her clients, based upon trust and a detailed understanding of their individual goals and ambitions.
Lisa is married to Iain and has two sons, Monty and Freddie who are growing up far too quickly. Outside of work, Lisa is involved in local rugby, enjoys entertaining and spending time in the great outdoors.