Lisa joined Collas Crill Trust in 2022, initially on a contract basis to provide assistance and help with projects. Now a permanent member of the team, Lisa assists with the day to day management of a growing number of client portfolios and undertakes internal reviews. She currently specifically focuses on investment portfolio review and project work.
Lisa previously worked for a local trust company for 15 years before taking a career break to bring up her daughter.
With teams in Guernsey and Jersey, Collas Crill Trust (CCT) delivers bespoke solutions throughout the lifecycle of wealth creation, preservation and succession.
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