Lisa Weatherstone
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Lisa Weatherstone Email & Phone Number

Client Experience Manager at LUCENT FINANCIAL PLANNING LTD
Location: Solihull, England, United Kingdom 3 work roles 1 school
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Current company
LUCENT FINANCIAL PLANNING LTD
Role
Client Experience Manager
Location
Solihull, England, United Kingdom
Company size
10 employees

Who is Lisa Weatherstone? Overview

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Lisa Weatherstone is listed as Client Experience Manager at LUCENT FINANCIAL PLANNING LTD, a with 10 employees, based in Solihull, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Lisa Weatherstone.

Lisa Weatherstone previously worked as Contract Team Leader / Snr Account Manager at Professional Systems Personnel Ltd T/A Psp* and Credit Control / Sales Ledger at Fyffes. Lisa Weatherstone studied at Maypole School.

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LUCENT FINANCIAL PLANNING LTD

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Profile bio

About Lisa Weatherstone

My motto in life is that you only have one, so let’s make the most of it!!I carry this on in my work life too as Lucent Financial Planning have the same values and only want to enhance our clients lives. So, if you are interested in planning for your future, or finding out how soon can I retire? or can I afford that new house, boat, motor home etc - get in contact and we can explore just how your future could like.I do also have the credentials to back up what I do 😊 please feel free to get bored reading below:14years Financial Sector - Current18 years IT Recruitment30 years combined in Account Management & Customer service relationsSpecialties: Build and maintain relationships and helping change people’s lives for the better 😊

Current workplace

Lisa Weatherstone's current company

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LUCENT FINANCIAL PLANNING LTD
Lucent Financial Planning Ltd
Client Experience Manager
solihull, united kingdom
Website
lucentfinancialplanning.co.uk
Employees
10
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3 roles · 35 years

Lisa Weatherstone work experience

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

Client Experience Manager

Current
Lucent Financial Planning Ltd

Solihull, England, United Kingdom

Client Liaison and Account Management in the financial sector for the last 12 years, including six years at a wealth management company. I joining Lucent in June 2016, where I liaises with third party product providers to create analytics reports on our clients’ existing investments and pensions.My main role it to ensure our clients experience the very best service available, we really do care, and go the extra mile to achieve the best outcome for all our clients.

May 2016 - Present

Contract Team Leader / Snr Account Manager

Professional Systems Personnel Ltd T/A Psp*

Birmingham, England, United Kingdom

Run the IT Recruitment contracts division of PSP*, Account Manager

Mar 1997 - May 2016

Credit Control / Sales Ledger

Fyffes
1992 - 1996 ~4 yrs
Team & coworkers

Colleagues at LUCENT FINANCIAL PLANNING LTD

Other employees you can reach at lucentfinancialplanning.co.uk. View company contacts for 10 employees →

KM Karen Mckim Karen Mckim Colleague at Lucent Financial Planning LtdWest Midlands, England, United Kingdom View → AG Amber Gerard Amber Gerard Colleague at Lucent Financial Planning LtdSolihull, England, United Kingdom View → JB Jessica Browning Dippfs Jessica Browning Dippfs Colleague at Lucent Financial Planning LtdWest Midlands, England, United Kingdom View → KE Kate Evans Kate Evans Colleague at Lucent Financial Planning LtdSolihull, England, United Kingdom View → EP Ellie Pemberton Ellie Pemberton Colleague at Lucent Financial Planning LtdUnited Kingdom View → JC Jasmine Clarke Jasmine Clarke Colleague at Lucent Financial Planning LtdBirmingham, England, United Kingdom View → SR Steven Rowe Steven Rowe Colleague at Lucent Financial Planning LtdSolihull, England, United Kingdom View → JP Jai Parmar Jai Parmar Colleague at Lucent Financial Planning LtdSolihull, England, United Kingdom View → HK Hannah K. Hannah K. Colleague at Lucent Financial Planning LtdSolihull, England, United Kingdom View → SB Scott Ballard - Dippfs Scott Ballard - Dippfs Colleague at Lucent Financial Planning LtdStratford-Upon-Avon, England, United Kingdom View →
1 education record

Lisa Weatherstone education

  • Maypole School
    Maypole School
FAQ

Frequently asked questions about Lisa Weatherstone

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What company does Lisa Weatherstone work for?

Lisa Weatherstone works for LUCENT FINANCIAL PLANNING LTD.

What is Lisa Weatherstone's role at LUCENT FINANCIAL PLANNING LTD?

Lisa Weatherstone is listed as Client Experience Manager at LUCENT FINANCIAL PLANNING LTD.

Where is Lisa Weatherstone based?

Lisa Weatherstone is based in Solihull, England, United Kingdom while working with LUCENT FINANCIAL PLANNING LTD.

What companies has Lisa Weatherstone worked for?

Lisa Weatherstone has worked for Lucent Financial Planning Ltd, Professional Systems Personnel Ltd T/A Psp*, and Fyffes.

Who are Lisa Weatherstone's colleagues at LUCENT FINANCIAL PLANNING LTD?

Lisa Weatherstone's colleagues at LUCENT FINANCIAL PLANNING LTD include Karen Mckim, Amber Gerard, Jessica Browning Dippfs, Kate Evans, and Ellie Pemberton.

How can I contact Lisa Weatherstone?

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What schools did Lisa Weatherstone attend?

Lisa Weatherstone studied at Maypole School.

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