Lisa joined RBC Brewin Dolphin in 2004 and is a Business Development Sales Support for the Newcastle and Leeds office. She works in the specialist Intermediaries team, helping to encourage as many independent financial advisors (IFAs) as she can to use RBC Brewin Dolphin’s Investment and Financial Planning services.
She supports the Business Development Management team, dealing with any client queries and other administrative tasks. This includes getting the necessary information and materials ready for client meetings and setting up appointments. Lisa is proud of her relationship and planning skills.
Lisa began her financial services career at RBC Brewin Dolphin. She has worked in several departments within Business Support. She moved into the Intermediaries division in 2016. She is proud of being the go-to person in Brewin given her breadth of contacts in the office.