Lisa Whitehouse

Managing Director

As a Fellow of the Institute of Sales Management, Lisa has decades of experience in financial services and wealth management. She qualified as an Investment Adviser and worked on all sides of the client experience, gaining experience in both large corporate and SME businesses.

Lisa subsequently led and managed a large direct sales team for a leading cosmetics company, going on to work directly with businesses to help them achieve their business development and marketing goals.

Away from the office, Lisa loves spending time with family and friends, eating out and going to live music gigs, when she’s not busy being mum to her three daughters!

Bio image of the Managing Director