Lisa joined Titan Wealth in June 2026 and has over 25 years of experience in financial services, advising clients in the UK and internationally. Her experience includes investment strategy, pension transfers and consolidation, intergenerational planning and relationship management and she has a particular interest in retirement planning and supporting divorcees and the bereaved. She began her career in private banking before retraining as a financial adviser in 2010 and subsequently building her career within wealth management and advisory firms. Lisa holds a Diploma from the London Institute of Banking and Finance, is a qualified pension transfer specialist, and holds the MSCI designation with the Chartered Institute for Securities and Investment. She also holds a Certificate in Behavioural Finance and Coaching.
