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Lisa Banks Email & Phone Number

Senior Financial Planning Assistant at Armstrong Watson Financial Planning Ltd
Location: United Kingdom 7 work roles 2 schools
1 work email found @armstrongwatson.co.uk LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email l****@armstrongwatson.co.uk
LinkedIn Profile matched
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Current company
Armstrong Watson Financial Planning Ltd
Role
Senior Financial Planning Assistant
Location
United Kingdom
Company size
319 employees

Who is Lisa Banks? Overview

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Quick answer

Lisa Banks is listed as Senior Financial Planning Assistant at Armstrong Watson Financial Planning Ltd, a with 319 employees, based in 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 and Senior Financial Planning Assistant at Armstrong Watson. Lisa Banks studied at Outwood Grange.

Company email context

Email format at Armstrong Watson Financial Planning Ltd

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{first}.{last}@armstrongwatson.co.uk
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AeroLeads found 1 current-domain work email signal for Lisa Banks. Compare company email patterns before reaching out.

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Profile bio

About Lisa Banks

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.

Current workplace

Lisa Banks's current company

Company context helps verify the profile and gives searchers a useful next step.

Armstrong Watson Financial Planning Ltd
Armstrong Watson Financial Planning Ltd
Senior Financial Planning Assistant
carlisle, cumbria, united kingdom
Website
armstrongwatson.co.uk
Employees
319
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Company profile
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7 roles · 24 years

Lisa Banks work experience

A career timeline built from the work history available for this profile.

Senior Financial Planning Assistant

Current
Armstrong Watson Financial Planning Ltd

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 & Retirement Planning. Armstrong Watson offer professional services across all areas of accountancy and financial planning, including wealth management, retirement planning, corporate services, individual services, insolvency, audit, tax planning etc.

Jul 2011 - Present

Senior Financial Planning Assistant

Armstrong Watson Financial Planning
Oct 2017 - Oct 2020

Paraplanner

The Private Office

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.

Jul 2010 - Jul 2011

Administrator

The Private Office

All aspects of administration including creating compliant files, administering Group Schemes of all types, liaising with advisers.

Dec 2003 - Jul 2011

Senior Administrator

Awd Chase De Vere
2003 - 2010 ~7 yrs
Team & coworkers

Colleagues at Armstrong Watson Financial Planning Ltd

Other employees you can reach at armstrongwatson.co.uk. View company contacts for 319 employees →

KH Kathryn Hargrave Dippfs Kathryn Hargrave Dippfs Colleague at Armstrong Watson Financial Planning LtdSkipton, England, United Kingdom View → CW Chris Wright Chris Wright Colleague at Armstrong Watson Financial Planning LtdLeeds, England, United Kingdom View → DM Donna Mcleod Donna Mcleod Colleague at Armstrong Watson Financial Planning LtdCarlisle, England, United Kingdom View → KW Kira Wright Kira Wright Colleague at Armstrong Watson Financial Planning LtdLeeds, England, United Kingdom View → CS Craig Smith Craig Smith Colleague at Armstrong Watson Financial Planning LtdCarlisle, England, United Kingdom View → JH Jake Higgins Jake Higgins Colleague at Armstrong Watson Financial Planning LtdDurham, England, United Kingdom View → AP Andy Preece Andy Preece Colleague at Armstrong Watson Financial Planning LtdSpain View → SG Shqiprim Gashi Shqiprim Gashi Colleague at Armstrong Watson Financial Planning LtdLeeds, England, United Kingdom View → AR Andrew Robinson Andrew Robinson Colleague at Armstrong Watson Financial Planning LtdHexham, England, United Kingdom View → LH Laura Howes Laura Howes Colleague at Armstrong Watson Financial Planning LtdLeeds, England, United Kingdom View →
2 education records

Lisa Banks education

Education record

Outwood Grange

Activities and Societies: Hockey, Drama Group

Education record

Outwood Grange 6Th Form
FAQ

Frequently asked questions about Lisa Banks

Quick answers generated from the profile data available on this page.

What company does Lisa Banks work for?

Lisa Banks works for Armstrong Watson Financial Planning Ltd.

What is Lisa Banks's role at Armstrong Watson Financial Planning Ltd?

Lisa Banks is listed as Senior Financial Planning Assistant at Armstrong Watson Financial Planning Ltd.

What is Lisa Banks's email address?

AeroLeads has found 1 work email signal at @armstrongwatson.co.uk for Lisa Banks at Armstrong Watson Financial Planning Ltd.

Where is Lisa Banks based?

Lisa Banks is based in United Kingdom while working with Armstrong Watson Financial Planning Ltd.

What companies has Lisa Banks worked for?

Lisa Banks has worked for Armstrong Watson Financial Planning Ltd, Armstrong Watson, Armstrong Watson Financial Planning, The Private Office, and Awd Chase De Vere.

Who are Lisa Banks's colleagues at Armstrong Watson Financial Planning Ltd?

Lisa Banks's colleagues at Armstrong Watson Financial Planning Ltd include Kathryn Hargrave Dippfs, Chris Wright, Donna Mcleod, Kira Wright, and Craig Smith.

How can I contact Lisa Banks?

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.

What schools did Lisa Banks attend?

Lisa Banks studied at Outwood Grange.

What skills is Lisa Banks known for?

Lisa Banks is listed with skills including Pensions, Financial Services, Investments, Organisation, Tax, Wealth Management, Financial Planning, and Motivational.

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