Leanne Whitcroft

I work in the Technical Support Department, in our Trowbridge office.

A large part of my role is preparing, writing and compiling financial reports as well as undertaking research and investigations. I also manage the workflow of our team, assist with implementing business changes and undertake ongoing technical research.

My background

I joined Monahans Wealth Management in 2003 as an administrative assistant; during my time with the company I have achieved both the Certificate and Diploma in Financial Planning with the Chartered Insurance Institute.

I was initially responsible for administration tasks, then moved into a PA role for two advisers. After gaining experience within the company, I moved into my current technical support role 5 years ago and now work closely with our Trowbridge based advisers.

  • Financial Research
  • Technical Summaries
  • Co-ordinating Team Work Levels
  • Updating Financial Data
  • Financial Reports
Contact Leanne

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