The Retirement Planning Specialists

Kari Lucas

Financial Adviser

Kari initially trained as a mortgage underwriter and adviser, then worked in Financial Services administration for two financial adviser firms in Yorkshire, before taking her Level 4 Diploma for Financial Advisers in 2017 and a moving into advising. Kari joined BBT in January 2023.

She spent her first 18 years living in Rome, before moving to the UK to go to Newcastle University. A few years living in London were followed by a move to Leeds, where she met her husband Jason and had her two sons.

Kari loves travelling, going to gigs, watching tennis and football (Lazio & Leeds United), walking and trying to get some peace and quiet on her allotment. Her next goal is to complete the Coast to Coast walk to raise money for Parkinson’s & Dementia charities.

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