Lisa provides support to both our clients and Advisers. Lisa takes time to understand prospective client’s needs and preferred ways of communication to ensure the perfect match between client and Adviser. Lisa proactively seeks to reach as many people who can benefit from our advice and expertise as possible.

Lisa is great with people, and if you ever speak with her you will notice her resourceful and positive attitude. She brings a wealth of financial knowledge from decades in the finance industry, alongside business experience from management and director roles.