At work

Lisa works closely with the advisers to spend time understanding what is going on in the client’s world. This is crucial in ensuring a tailored service is delivered to each and every client. Lisa also acts as a point of contact for any queries.

Lisa has over ten years of experience working in wealth management, having started her career in 2010.


At home

In her spare time, Lisa’s interests include visiting new places, reading and learning about history, and National Trust days out.

Spotlight questions

Getting to know

What do you enjoy most about your job?

Getting to know our clients and delivering a good service.

Tell us something people may be surprised to learn about you…

I once travelled to Ethiopia with a charity to raise awareness of the lack of clean water in Africa.

What’s at the top of your bucket list?

To visit Australia once my daughter, Sophie, is old enough.

contact us

We’re here to help

0121 313 1370
The Cruck Barn
20 Country Park View
Sutton Coldfield
B76 1TE