Lisa Green

Lisa Green

Lisa Green

Operations Director and Paraplanner

Lisa Green is the Operations Manager at DWG. Her 39 years experience in the industry started when she left school to work for the Halifax Building Society, working her way up to Manager of one of their large branches, moving on to the Chelsea Building Society before leaving to set up her own Company with her husband Nick in 2000.

Her role at DWG is to help advisors to provide excellent, compliant advice to customers in a friendly, approachable way. Lisa is very proud of the loyal client base that has been built up over the last 20 years and strives to continue to grow that at DWG.

Mum of 5 boys…………not much time for anything else!

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