Head of Operations
‘Lisa has over 30 years ‘of administration experience gained from a variety of positions in businesses such as manufacturing, security, equine and pet wholesale, as well as the Ministry of Defence (MOD) before joining the Financial Services Industry in 2013.
Having entered the industry with Quilter, working with one of the successful investment teams within their Salisbury office, Lisa soon found a passion for all things financial and excelled in her new role. Lisa joined Casterbridge Wealth in 2016 as Office Manager at the very beginning of our journey.
As the company has grown, Lisa has successfully climbed the ladder to her current role as Head of Operations and is responsible for the day-to-day running of Casterbridge Wealth; this involves designing and monitoring of policies and processes, overseeing client management and services, and creating strategies to improve productivity and efficiency.
Lisa is an Affiliate of the Chartered Institute of Securities and Investments (CISI) and is working towards the completion of the Investment Operations Certificate (IOC). Lisa is also undertaking the Chartered Manager CMI Level 7 in Strategic Management and Leadership Practice.
Often caught with book in hand, Lisa enjoys reading and values the escapism of novels; her favourites include authors such as James Patterson, Lee Child and Stephen King, made even more special if being read by the sea and in sunny climes. Very much a foodie, Lisa enjoys creating her own recipes, very much inspired by Rick Stein (her love of seafood knows no bounds!), Gordon Ramsay and Angela Hartnett.