Zoe Ward

Technical Administrator, Stafford

Lonsdale
Role


At Lonsdale Wealth Management, Zoe is responsible for supporting the financial advice provided by Neil Homer. She also ensures clients continue to receive an ongoing high level of customer service. Zoe is currently working towards the Diploma in Financial Planning.

Work
Experience


Zoe has worked in financial services for over 20 years providing high quality support to financial advice practices in the Midlands. Zoe began her career as a personal assistant where she undertook general office administration duties before progressing to a technical administrator role.

Career
History


Prior to joining Lonsdale Wealth Management’s Stafford financial planning team, Zoe worked as a paraplanner where she provided technical assistance to a leading IFA practice servicing clients with sophisticated financial planning needs.

Find the Stafford office

Butterfly House, Dunston Business Village, Dunston, Stafford, ST18 9AB