Having graduated from Birmingham University with an MSc in International Marketing and an LLB in law, Lisa was torn between staying in the UK or returning to her home in Toronto, Canada. Canada embodies her love of the outdoors – including hiking, rowing and exploring. After eventually deciding to stay in the UK (primarily due to her love of London art exhibitions and restaurants), Lisa enrolled with the Chartered Insurance Institute and began studying towards her Diploma in Regulated Financial Planning. She has now been working in financial services for four years specialising in both mortgages and investments. She and has been at Castell since early 2021 having moved from another St. James’s Place practice.
In her spare time, Lisa enjoys walking with her partner and cocker spaniel and has a particular interest in sustainable investing and carbon-neutral companies.