A brief introduction
I provide administration support for Bob Luckett.
My role involves a wide variety of administrative tasks as well as processing new business and tracking right through to completion.
I also deal with the day to day office tasks; to include post, client database maintenance and queries from clients, providers or other business areas.
I have worked for Independent Financial Advisers for 10 years, joining Monahans Wealth Management in February 2018.
Supporting Advisor Functions