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Lisa joined Navigatus in January 2024, bringing with her a wealth of experience from her time as an in-house paraplanner at a well-respected regional financial planning firm. Lisa’s journey into paraplanning began in administration, and her drive and attention to detail have seen her progress to Chartered Financial Planner status.
As our Senior Paraplanner, Lisa combines technical expertise with a practical, down-to-earth approach. She enjoys getting to the heart of complex financial matters and translating them into clear, straightforward advice for clients and advisers alike.
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Outside of work, Lisa loves nothing more than spending quality time with her friends and family. Her warm and approachable nature makes her a valued member of our team and a pleasure to work with.
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