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Lisa Harris
Client Services Assistant
"I really enjoy seeing clients, carrying out various admin tasks and learning about financial planning. I like to keep up to date with relevant financial rules and regulations that help me do my job."
Lisa has a strong background in administration roles within the financial industry.
She works in the Exeter office alongside Emma and Charlotte providing support for the advisor Tim Burridge, for example, taking minutes in client meetings, answering the telephone and general administration tasks.
Outside of work
Lisa enjoys spending time with her husband and two children Samuel and Phoebe. She likes baking cakes, as well as doing jigsaw puzzles, reading books and meeting friends for lunch.
