Since 2010 Natalie has worked for Lonsdale Wealth Management supporting Allan Ross to provide excellent client service. Being a relatively small office allows Natalie to give a very personal service, and the Ware financial planning team often work with local solicitors on trust work which she enjoys.
Prior to joining Lonsdale Services Natalie worked with Allan Ross at Edward Jones for five years. In her earlier career she was Office Manager for a small Financial Advisers based in Hitchin, and was involved in dealing with investments, pensions, and mortgages.
Outside of work Natalie enjoys being a Mum to her daughter, and spending time travelling with her partner and family. She enjoys fundraising for charity and attended the ‘Inspirational Women Event’ at The Thomas Alleyne Academy in Stevenage.
In our dealing with Allan Ross and his assistant Natalie Riskin over a number of years, we would like to emphasise how approachable and professional they have always been with us. We would certainly recommend Allan Ross to others, and indeed we would have no hesitation in approaching him again in the future should we require further help and advice.”
Thank you very much for all you've done over the past few months. You kept on top of the various parties so ensuring everything was sorted as quickly as possible and with minimal fuss - great work!”