“I expected it to be above average and it has been even better than that. Thank you.”
“Thank you for constructing and handling my investment and for the other areas of financial planning you’ve commented on along the way – I found it an encouraging process”
“Our meeting with Lisa was extremely productive and we appreciate her giving up time to travel north to meet with us.”
Director & Chartered Financial Adviser
Lisa has been an independent financial adviser for over 20 years. Since joining Investing Ethically, she has gained Chartered Status and is additionally qualified to give advice on Long Term Care. Lisa is also the Director responsible for Competence and Training.
She has a degree in Development Studies and an MA in Education. She has worked with Investing Ethically since 2003, having previously spent eight years working for the international-development charity NEAD (Norfolk Education and Action for Development), on both their fair trade and international trade projects.
Lisa is involved in a number of local development and human rights charities, as well as the local Danish Society. She grew up in Denmark and came to the UK to study at university. She liked it so much that she decided to stay in the UK!
Lisa regularly contributes to the financial press around ethical investment issues and won the Financial Times’ Money Management Award of Best Ethical Planner in 2018. She is married, with two children. She loves cycling to work and growing her very own fruit and vegetables. In her free time Lisa likes to bake, knit, read, wild swim, scuba-dive and row!
Favourite Part of the Job?
“Talking with clients and helping them understand their options. Enabling them to get to where they want to be is by far the most rewarding part of the job.”
Worst Part of the Job?
“So much paperwork! The financial services industry is still a long way from allowing a paperless office!”