Areas of expertise
Outsourced investment services for advisers
Lisa-Marie has been in financial services since 2007 and has a wealth of experience in the pensions market. She joined the firms Bristol office in February 2022, where she will be developing relationships and supporting financial advisers in the South West. Before this she spent nearly 5 years as Business Development Manager at @sipp, where she was responsible for promoting SIPP and SSAS to financial advisers all over England and Wales. Previously she worked for Barnett Waddingham and Zurich Assurance.