Lisa is the Operations & Compliance Director (OCD for short) – her title could have been the Compliance & Operations Director but it was decided that OCD was more fitting! Lisa is systematic and a stickler for detail, which is crucial for this role.
Lisa has a number of Financial Planning qualifications and is planning to take a pension transfer exam in April 2018 – giving her a Diploma in Financial Services.
Lisa likes to fit as much as she can into her day and every minute has to be productive. That doesn’t stop when she gets home either – her evenings and weekends are filled with kids clubs and activities. Like most parents of young children, Lisa doesn’t get much time to herself, but when she does she likes to sneak off and try new things without telling anyone, most recently learning to Ski. She loves the theatre, walking, family holidays and has a keen interest in photography.