Lisa has worked in the Financial Service Industry since 1997 and holds both the Financial Planning Certificate and the Diploma in Financial Planning.
Lisa is our most experienced paraplanner and a senior member of TLB’s management team. Taking overall responsibility for our research all the professionals in that Department report directly to her. When not overseeing others, Lisa specialises in Pension and Retirement Planning. She enjoys the technical elements of research, believing that advice must deliver investment security.
Away from the office, Lisa enjoys travelling, walking in the countryside, keeping fit and socialising.
Contact Lisa at: firstname.lastname@example.org