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@armstrongwatson.co.uk
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Lisa Banks is listed as Senior Financial Planning Assistant at Armstrong Watson Financial Planning & Wealth Management at Armstrong Watson Financial Planning Ltd, a company with 319 employees, based in United Kingdom, United Kingdom, United Kingdom. AeroLeads shows a work email signal at armstrongwatson.co.uk and a matched LinkedIn profile for Lisa Banks.
Lisa Banks previously worked as Senior Financial Planning Assistant at Armstrong Watson Financial Planning Ltd and Senior Financial Planning Assistant at Armstrong Watson. Lisa Banks studied at Outwood Grange.
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AeroLeads found 1 current-domain work email signal for Lisa Banks. Compare company email patterns before reaching out.
I am a very confident person who likes to get involved in projects and enjoys being part of a team. I feel that I can motivate people and am always willing to help others, especially if I can relieve some work pressures!
Listed skills include Pensions, Financial Services, Investments, Organisation, and 22 others.
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Leeds
All aspects of administration and report writing/paraplanning across all areas of financial planning. Research of financial planning products and schemes as well as fund research. I currently have the Certificate in Financial Planning, JO1 - Taxation, CF6 - Mortgage Advice, CF9 Pension Simplification, and have recently began studying for R04 - Pension &.
Leeds
Report writer/Paraplanner for 9 advisers working from a pooled resource. Worked on a 1:1 basis. Research products and assess suitability. Carry out tax calculations for Capital Gains Tax, Age Allowance, Income Tax, Chargeable events.
All aspects of administration including creating compliant files, administering Group Schemes of all types, liaising with advisers.
Other employees you can reach at armstrongwatson.co.uk. View company contacts for 319 employees →
Rachael Mccamish
Colleague at Armstrong Watson Financial Planning Ltd
Carlisle, England, United Kingdom, United Kingdom
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PB
Peter Bates
Colleague at Armstrong Watson Financial Planning Ltd
Stockport, England, United Kingdom, United Kingdom
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AS
Alex Senior
Colleague at Armstrong Watson Financial Planning Ltd
United Kingdom, United Kingdom
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CC
Charlotte Curwen
Colleague at Armstrong Watson Financial Planning Ltd
Cockerham, England, United Kingdom, United Kingdom
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EG
Erato Grigory
Colleague at Armstrong Watson Financial Planning Ltd
New York, New York, United States, United States
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RS
Ray Smith
Colleague at Armstrong Watson Financial Planning Ltd
Bradford, England, United Kingdom, United Kingdom
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MH
Mandy Hall
Colleague at Armstrong Watson Financial Planning Ltd
Carlisle, England, United Kingdom, United Kingdom
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LH
Linda Hind
Colleague at Armstrong Watson Financial Planning Ltd
Carlisle, England, United Kingdom, United Kingdom
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CB
Claire Bradley
Colleague at Armstrong Watson Financial Planning Ltd
Hexham, England, United Kingdom, United Kingdom
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GP
Graham Petry
Colleague at Armstrong Watson Financial Planning Ltd
United Kingdom, United Kingdom
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Activities and Societies: Hockey, Drama Group
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Lisa Banks works for Armstrong Watson Financial Planning Ltd.
Lisa Banks is listed as Senior Financial Planning Assistant at Armstrong Watson Financial Planning & Wealth Management at Armstrong Watson Financial Planning Ltd.
AeroLeads has found 1 work email signal at @armstrongwatson.co.uk for Lisa Banks at Armstrong Watson Financial Planning Ltd.
Lisa Banks is based in United Kingdom, United Kingdom, United Kingdom while working with Armstrong Watson Financial Planning Ltd.
Lisa Banks has worked for Armstrong Watson Financial Planning Ltd, Armstrong Watson, Armstrong Watson Financial Planning, The Private Office, and Awd Chase De Vere.
Lisa Banks's colleagues at Armstrong Watson Financial Planning Ltd include Rachael Mccamish, Peter Bates, Alex Senior, Charlotte Curwen, and Erato Grigory.
You can use AeroLeads to view verified contact signals for Lisa Banks at Armstrong Watson Financial Planning Ltd, including work email, phone, and LinkedIn data when available.
Lisa Banks studied at Outwood Grange.
Lisa Banks is listed with skills including Pensions, Financial Services, Investments, Organisation, Tax, Wealth Management, Financial Planning, and Motivational.
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