My role at the Harpenden Office is enjoyable as it is varied, busy and challenging.”
Sally Walker
Customer Relationship & Administration Manager, Harpenden
Lonsdale Role
Sally joined Lonsdale Wealth Management in Harpenden in June 2022. She is responsible for providing support to customers and Mark Slobom, and deals primarily with reviewing existing customers financial planning needs.
Career
Sally has worked in Financial Services for over 15 years, and has held various administrative positions with Prudential, Succession Wealth Management and Circle Financial Services.
Sally has passed CII Exams in UK Financial Services, Regulation and Ethics (CF1), Financial Protection (CF3) and Retirement Planning (CF4).
About Me
Outside of work Sally has two young grandchildren that keep her busy and enjoys walking around the Chilterns with her dog. She is also learning to play golf and enjoys going on city breaks around Europe.
Find the Harpenden office
16 Station Road, Harpenden, Hertfordshire, AL5 4SE