Lisa Lancashire

Lisa Lancashire

Client Relations & Operational Support

A brief introduction

I provide administration support for Andrew Hunt.

I also assist with the day to day running of the office and everything that might entail including post, procedures, training, meeting client’s that visit the office, and speaking to clients and product providers on the telephone. 

I ensure all our back office information is completely up to date and track through all new business from start to finish for our clients.

Background

I started working in Financial Services in 2000, initially working for Nationwide and Britannia Building Society.

I then joined Threadneedle Investments/Bank of New York Mellon in 2001 and worked for them for over ten years in various roles, mostly administration and client service departments.

In 2011, I joined Monahans Financial Services having wanted to work in a different environment within the financial services industry.  I really enjoy working in an IFA practice and am continuing to develop my career by studying for my Diploma.

Expertise

Client Relations
Group Schemes
Supporting Adviser Functions

Send an email

Client testimonial

A very professional organisation, thank you

Mr D Powell