Lisa started her career in banking and successfully completed her training to become a financial advisor in 2005. She has since developed her career in wealth management particularly dealing with high net worth clients.

Prior to joining Kingswood Wealth, Lisa worked as an independent wealth management consultant for both a private practice, a chartered accountancy firm and for a leading discretionary investment management firm.

Lisa prides herself on building strong client relationships and considers this her key strength and passion in her role. She is experienced to provide advice across all areas of financial planning including Retirement Planning, Investments, Estate/Inheritance Tax Planning alongside Family Protection.

Lisa believes in building long term relationships with her clients by establishing their needs and objectives and then providing them with a tailored advice service.  Working at Kingswood, Lisa is able to offer her clients access to a more bespoke investment offering with the backing of specialist investment analysts, ensuring that client relationships remain at the heart of all that we do.

In her spare time, Lisa enjoys travelling, spending quality time with her family and friends and Yoga/Pilates., with a passion for dancing/theatre/ballet and walking with her dog.