6 Kingsmead Square Bath BA1 2AB

01225 696944 mckenzieandco@sjpp.co.uk


Administrator / Paraplanner

Lisa has been in Financial Services for 20 years and worked for the Life & Pensions offices of Royal & Sun Alliance and Aviva before moving with her experience to the other side into Financial Advisers offices. 

She joined McKenzie & Co at the end of the pandemic in 2021 and feels at home as she is back working with Nicki, Dena and Ella, from her Aviva days. With this, comes all their individual knowledge from their varied roles within the industry to give the best service to our McKenzie & Co clients. 

Lisa has 2 sons who keep her busy; she loves her holidays & downtime with them and her husband.