Lisa Tuck APFS

Director, Head of Employee Benefits

Lisa is a Chartered Financial Planner and holds specialist pension qualifications. She joined the S&P advice team in 2013. She 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 about their financial strategies.

Lisa continues to expand her client base and adopts a thorough approach that places the client at the centre of the advice process. She is married with two children and enjoys family time with them and her two dogs. She enjoys both travelling and attending concerts and is a season ticket holder at Norwich City Football Club.