Lisa Low

Lisa has been working for Baker Davies since 2021, and in the industry for 13 years. She has mostly worked in Dorset, but did spend a few years in Birmingham. Since starting at Baker Davies, there has never been a dull day. A CAM’s life consists of helping the advisers and paraplanners to provide a smooth journey for the clients, with jobs ranging from processing applications to drafting suitability reports, to speaking with clients and providers, and many things in between. She would say she doesn’t bring anything unique to the team and just does the best she can, a trait common to all the CAMs, but loves being part of a good team and enjoys the work that she does.

She holds a Certificate in Financial Services (General Route) and is working towards a paraplanning qualification.

Outside of work, Lisa has a young child who runs amok through most of her free time. So the things she finds herself doing these days are monster hunting, laying gems out in a long line and staring at insects. If she does get a moment, she enjoys reading, writing, gaming and, once a year, performing in a pantomime for charity.