Lisa is the Operations & Compliance Director (OCD for short) – her title could have been the Compliance & Operations Director but we 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 once she has taken (and passed) a pension transfer exam, will qualify for a Diploma in Financial Services.
Lisa likes to fit as much as she can into her day and is happy when every minute is 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 possible 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.