Lisa Matthews

Pension and Investments Contractor @Lloyds Banking Group

Bristol, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2026 — Present

Pension and Investments Contractor @Lloyds Banking Group

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SKILLS

Financial RiskAsset ManagementPensionsCustomer ServiceProject ManagementStakeholder ManagementPortfolio ManagementFinancial ServicesInvestmentsWealth ManagementBanking

ABOUT LISA MATTHEWS

Customer service professional with a strong background in financial services, specialising in relationship management and self-invested personal pensions (SIPPs). Experienced in managing complex client queries, maintaining regulatory standards, and delivering clear, accurate solutions in fast-paced environments.I’m passionate about improving processes, enhancing customer experience, and building strong client relationships through effective communication and attention to detail. Confident, approachable, and ambitious, I’m open to new opportunities that allow me to apply my technical knowledge and continue developing within the financial services sector.

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Lisa Matthews — Pension and Investments Contractor at Lloyds Banking Group in Bristol, GB | Unifers