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Lisa Davies

Manager - Employer Solutions Jersey 

Lisa joined JTC in 2023 and has over 25 years’ experience in financial services.

In her role as Manager, Lisa provides support to high-net-worth and ultra-high-net-worth clients to access their pension benefits from their international pension and employee benefit plans tax efficiently.

Lisa also liaises with specialist tax and legal advisors in various jurisdictions, to facilitate distributions or transfers.

Prior to JTC, Lisa ran a real estate agency in Spain for six years . She also worked for 12 years in the UK as an Independent Financial Advisor.


Lisa specialises in retirement planning and wealth management.


  • Level 4 DipFA
  • Level 6 PETR
  • Private Client Investment Advice & Management

In Their Spare Time

Lisa enjoys good food and wine and working it off at the gym. She likes to travel twice a year to exotic places; the Caribbean is, by far, her favourite destination.


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