Lisa Lancashire

I provide administration support to Jacob Rudman and Joanne Dale.

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.

My background

I started working in Financial Services in 2000, initially working for a national building society.

I then joined an investment bank in 2001 and worked for them for over ten years in various roles, mostly administration and client service departments.

In 2011, I joined Monahans Wealth Management 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.

  • Client Relations
  • Group Schemes
  • Supporting Adviser Functions
Contact Lisa