Lisa has worked in financial services for over 15 years and started working as a Paraplanner in 2004.
Her role as Technical Manager here at Penguin involves completing a lot of behind the scenes tasks that make the business tick. She is responsible for much of the set up and design work for client Wealth Management Plans and client reports, analysing and assembling these to a personalised high standard for our clients.
Lisa is extremely focused, driven and meticulous to a high standard; you can always rely on her to get the job done and get it done right.
She also works to ensure our portfolios are invested correctly and she helps deal with any queries and questions our clients may have, whilst always supporting the advisers and ensuring recommendations given to our clients are correctly carried out.
On a personal note, Lisa always strives to achieve a work life balance. She is married with three young sons and loves spending her time away from the office enjoying quality family time with them.