With over 10 years experience in the financial sector, Lisa has successfully managed many projects. Her current role sees her responsible for managing client account information for annual reviews. Lisa is especially passionate about ensuring vulnerable clients’ best interests are well looked after.

After taking a career break to raise her son, Lisa now enjoys her client focused role at WBW Chartered Financial Planners. In her spare time Lisa enjoys travelling, spending time with family and pets, she is a keen paddle boarder and enjoys wine tasting.