I really enjoy working with customers and assisting financial advisers with their financial planning.”
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 customers 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 customers with sophisticated financial planning needs.
Find the Stafford office
Butterfly House, Dunston Business Village, Dunston, Stafford, ST18 9AB