Associate Director/Chartered Financial Planner
Direct Dial: 01603 786837
Lisa Tuck is a Chartered Financial Planner and holds specialist pension qualifications.
Lisa works with individuals and companies in the S&P business development team providing high level financial planning services in the specific areas of investment, tax planning, trust formation and retirement planning.
Clients have commented that Lisa has the ability to convert technical information into understandable and workable detail: a valuable attribute that enables clients to make good informed decisions.
She continues to expand her client base and adopts a thorough approach that places the client at the centre of the advice process.