She advises a range of directors and trustees on SSAS issues including scheme establishment, funding and contribution limits, retirement and death benefits and investments (such as loan backs, property purchase and borrowing). Lisa is an authorised signatory for some of Barnett Waddingham’s professional trustee companies.
Lisa’s years of experience have helped her to become a trusted consultant to a wide range of UK SSAS clients.
Lisa’s career in pensions began in 1996. In 2002, Lisa joined the Barnett Waddingham Private Client’s practice, when the Liverpool office was established.
In her spare time, Lisa enjoys reading and supporting Liverpool FC.
