legacy planning partners

Lisa Roberts

Head of Administration

Lisa has over 25 years of experience in the financial services industry and currently serves as Head of Administration at Legacy Planning Partners Limited. Throughout her career, she has held a variety of roles within the financial planning and banking sectors, gaining extensive knowledge, exams, and expertise.

Outside of work, Lisa is married with two grown-up children. She enjoys socialising and spending time with her Siberian Husky.

+44 121 512 0031