Areas of expertise
Managing private client investment portfolios including ISAs, self-invested personal pensions (SIPPs) and trusts; investment strategy.
Lisa joined Smith & Williamson on the graduate scheme in 2002, working mainly in the London office before transferring to Guildford in July 2014. She has built up 16 years of investment management experience in private client teams, which has included managing both equity and collective fund portfolios.
She has worked on all aspects of putting together bespoke investment portfolios to cater for clients’ needs.
Holds the Securities Institute diploma and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).