Lisa’s appointment strengthens Forward Group’s commitment to providing a highly personal and proactive approach, ensuring clients receive the best possible support.
In this interview, Lisa shares what attracted her to Forward Group, her goals in the role, and how she balances her career with her love for travel, cycling, and family time.
It is exciting times for Forward Group, what attracted you to the role?
The main attraction for me was the size of the company. Being part of a small, tight-knit team appeals to me. Forward Group’s approach feels more personal and meaningful, and the directors’ hands-on involvement in delivering exceptional client service demonstrates their commitment to maintaining high standards. That personal touch is something I truly value and am excited to contribute to.
How do you see your appointment benefiting Forward Group?
With more than 40 years of experience in the finance industry, I bring a wealth of knowledge and a deep understanding of the sector. I aim to support the directors while mentoring and guiding my colleagues, ensuring the team remains proactive and focused on delivering exceptional service. I pride myself on being loyal, patient, and a strong team player, and my ultimate goal is to help the team excel by creating an environment that fosters collaboration and high standards.
Looking forward, what would you like to achieve within your role at Forward?
I am passionate about supporting and mentoring my colleagues so they can grow, develop, and achieve their full potential. I want to ensure that as a team, we not only meet but exceed client expectations by providing a personal, competitive, and high-quality service. It’s about creating long-term value for both our clients and the company.
What motivates you to be the best you can be?
I’m naturally a people person. I’ve always strived to do the best I can, whether that’s in my own work or inspiring others to adopt the same strong work ethic. Helping others succeed and seeing the positive impact we can make as a team is what truly motivates me every day.
What opportunities can you see the role will bring you?
This role provides a fantastic opportunity to help grow the company while fostering a motivated, focused, and positive team environment. I’m excited to work alongside a group of talented professionals and play a key part in shaping the company’s future, all while maintaining the strong relationships that Forward Group has with its clients.
Obviously, when working in a complex and busy environment, getting a good work-life balance is essential – how do you unwind, and what are your interests outside of work?
I love staying active, so I enjoy walking and cycling in my free time. Cooking and travelling are also passions of mine, and I find them both incredibly relaxing. Spending time with my two grandsons is another highlight—family time is precious to me. Additionally, I’m currently working on improving my Italian through an online course, which has been a fun and rewarding challenge!