Lisa joined Whitmill in July 2019 as Head of Finance. A qualified accountant with the Association of Chartered Certified Accountants (ACCA) since 2006, she was awarded Fellowship status in 2016. She also holds a Funds Diploma (Fund Administration) and a Diploma in Management and Leadership from the Chartered Management Institute (CMI).
With over 30 years of experience in various accounting roles, Lisa has developed a strong commercial background, with expertise in client accounting within the financial services sector. Her areas of specialism include corporate structures, Employee Benefit Trusts (EBTs), and fund accounting.
In May 2023, alongside her internal finance responsibilities, Lisa assumed leadership of Whitmill’s Client Accounting team, overseeing the accounting requirements for both Trust & Company and Funds clients.
Outside of work, Lisa enjoys running, listening to music, and spending quality time with her family.