Lisa has developed particular expertise as a SSAS Client Manager, guiding trustees through the management of this type of pension arrangement and the retirement benefits that may be provided and working alongside professional advisers to implement investment strategies.
She works with companies who wish to make pension provisions for the directors of their company, trustees who require assistance with the specific requirements that apply to SSASs and with professional advisers acting on behalf of their SSAS clients.
Lisa graduated from Leicester University in 1998 with a BSc (Hons) degree in Economics and joined Barnett Waddingham’s Cheltenham office that year. Lisa transferred to our Leeds office in 2013.
Lisa is a keen badminton player and attends the theatre as often as possible.
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