Working For You

Lisa is a Receptionist and Client Relationship Manager with the Cooper Associates Wealth Management Team.

Lisa provides a warm and professional welcome to clients and visitors in the Bristol office. She also works closely with the Financial Advisers to ensure clients receive a high level of support and that their needs are met throughout their journey with Cooper Associates Wealth Management.

Lisa has more than 20 years’ experience in the financial services industry, having held a variety of roles within a large insurance company specialising in life, pensions and investment products. During this time, she achieved her Financial Services Certificate. Following this, Lisa worked as a receptionist and finance administrator in a busy school office, where she further developed her organisational and client service skills.

Outside of work, Lisa enjoys running, going on walks and spending time outdoors. She has completed several half marathons and a full marathon previously and, having climbing Pen Y Fan twice, is looking forward to taking on Snowden as her next challenge. Lisa also enjoys spending time with family and friends, relaxing with a good film.