She is an experienced Financial Planner who has spent over two decades in profession and joins from Quilter Private Client Advisers.
She previously spent 11 years at Old Mill, accountants and Financial Planners based in the south-west.
As part of Tilney’s ‘dual expert’ approach, she will work closely with the firm’s investment managers.
Tilney says the recent merger with Smith & Williamson means she will also support clients with tax advice and an other services to support their business interests through S&W’s professional services arm.
The combined group, which is currently still operating through the existing Tilney and Smith & Williamson brands, advises clients on over £47bn of assets.
Mark Wilkins, managing partner for Tilney in Exeter, said: “The pandemic has caused a great deal of financial uncertainty and while hope may be on the horizon that effective vaccines will bring an end to the health crisis and allow an eventual return to normality, there is still a long way to go.
“People are understandably very concerned about their financial futures and high-quality advice has never been more important. Against this backdrop, it is very reassuring to attract Financial Planners of Lisa’s calibre to Tilney. Lisa has a wealth of experience and will be well-placed to help steer the people of Exeter and the South West through this difficult time and I am delighted to welcome her to the team.”