Liza Mardon Email & Phone Number
Who is Liza Mardon? Overview
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Liza Mardon is listed as Executive Assistant at Pinnacle Wealth Management, a with 115 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Liza Mardon.
Liza Mardon previously worked as Executive Associate at Pinnacle Wealth Management and Auction Administrator at Taylor James Auctions. Liza Mardon holds Gcse & A Level from Woodbridge High School.
Email format at Pinnacle Wealth Management
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About Liza Mardon
Securing your future for yourself, your family or your business is one of the most important steps you will ever take, and careful planning alone is not enough. Unless plans are acted upon and reviewed regularly, changes in your circumstances or the effects of inflation may erode their value.At Pinnacle Wealth Management LLP, we specialise in offering expert advice in a wide range of important areas including; investment, inheritance tax, pension and protection planning. With a wealth of advanced financial planning tools, tax-efficient strategies (both onshore and offshore), and sought-after investment planning opportunities at our disposal, we are well equipped to provide the highest calibre of advice to our clients.Working hard to build trusted relationships with our clients we pride ourselves on providing the highest level of service, ensuring that financial solutions are delivered with utmost professionalism and integrity.In addition to our expertise, we have links with other professional bodies including solicitors and accountants, thus enabling us to offer a holistic wealth management service designed to meet both your short and longer-term needs.Specialities:- Bespoke financial planning - Advanced tax and investment planning- Offshore investment and trust planning- Retirement planning- Trust and estate planning - Individual and business protection Please feel free to connect with me, to see how we can help.Website: www.pinnaclewealth.co.ukThe levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Trusts are not regulated by the Financial Conduct Authority.Pinnacle Wealth Management LLP is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.SJP Approved 09/11/2023
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Liza Mardon work experience
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Executive Associate
CurrentOur purpose is to help people redefine wealth on their own terms. We are passionate about helping people achieve their lifelong ambitions by offering a path to long-term freedom and peace of mind.What if you could achieve a life of freedom and fulfilment, and leave a lasting legacy created on your terms? With the support of our expert advisers guiding you through the years ahead, your greatest ambitions become a planned-out reality.We take the time to explore and define what wealth means to you beyond money and inspire you to unearth the meaningful goals that make life full of possibility. The development of an individually tailored LifePlan incorporates innovative and market-leading investment, protection and legacy planning strategies to help you achieve your goals.Your LifePlan is supported through regular reviews dealing with any obstacles that life throws at you and making the most of new opportunities. We help you achieve the things that matter most to you in life.
Auction Administrator
My duties whilst working at Taylor James:Provide PA support to the HR Partner.Organise the HR team diary, including scheduling team meetings, social events, etc.Prepare and distribute documents/agendas/notes for meetings.Process HR team expenses.Take ownership of the HR team meetings; booking the meetings, preparing the agenda and following up by circulating action points.Format HR documentation, such as Staff Handbook, notifications, etc.Prepare and send out birthday cards monthly and good luck cards as appropriate.Administer staff benefits, such as issuing eye care and BUPA vouchers.Assist with the co-ordination of the Performance Review process across the Firm, including sending timely reminders for outstanding documents.Deal with incoming/outgoing correspondence; post, internal mail and couriers.Prepare standard correspondence letters, such as references.Order stationery and business cards for the HR team.Monitor and remind the team of important tasks and deadlines.Respond to data requests, internal and external.Prepare reports, presentations and correspondence for review by other HR team members.Liaise with wider administration teams and 3rd party suppliers.Save documents on the network according to the Firm’s procedures, ensuring compliance with GDPR.Ensure that all HR paper and electronic filing is up-to-date, carried out on a regular basis and is tidy and organised at all times.Manage all aspects of L&D programmes and training courses ensuring:Collate and upload learning records, evaluations and costs.Book external coursesWork closely with the other HR team members to identify areas of development across the firm.Assist with recruitment administration as and when required, such as interview scheduling, administering assessments, sending out interview paperwork, uploading feedback forms to the system.
Booking Administrator
My main responsibilities and duties whilst working at The Holly Private Hospital were as follows:To provide a welcoming contact to customers at Holly House Hospital’s OutpatientDepartment.To handle telephone enquiries and book patient appointments with a focus onaccuracy, excellent customer service and soft sales.To answer hospital telephone enquiries, book appointments and maximiserevenue for the hospital through this channel.To greet all patients/visitors to The Holly and to notify relevant consultant ofany late arrivals or cancellations.To provide excellent customer service at all times.To update hospital systems, make follow up appointments and inform thoseconcerned of changes in clinic times and cancellation of clinics.To be up-to-date with hospital policies and procedures.To maintain a tidy reception area, desk and stationery area.To treat information concerning patients & staff as strictly confidential.
Colleagues at Pinnacle Wealth Management
Other employees you can reach at pinnaclewealth.co.uk. View company contacts for 115 employees →
George Roddan Acsi
Colleague at Pinnacle Wealth ManagementLondon, England, United Kingdom
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Sam Fitzgibbon
Colleague at Pinnacle Wealth ManagementChelmsford, England, United Kingdom
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Sean Quinn
Colleague at Pinnacle Wealth ManagementUnited Kingdom
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Lauren A.
Colleague at Pinnacle Wealth ManagementLondon, England, United Kingdom
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Timothy Everett
Colleague at Pinnacle Wealth ManagementLondon, England, United Kingdom
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Nick Curran
Colleague at Pinnacle Wealth ManagementLondon, England, United Kingdom
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Georgina Birch (Assoc Cipd)
Colleague at Pinnacle Wealth ManagementChessington, England, United Kingdom
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Sophie Coyne
Colleague at Pinnacle Wealth ManagementLondon, England, United Kingdom
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Joshua Robertson
Colleague at Pinnacle Wealth ManagementLondon, England, United Kingdom
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Michelle Woodley
Colleague at Pinnacle Wealth ManagementGreater London, England, United Kingdom
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Liza Mardon education
Frequently asked questions about Liza Mardon
Quick answers generated from the profile data available on this page.
What company does Liza Mardon work for?
Liza Mardon works for Pinnacle Wealth Management.
What is Liza Mardon's role at Pinnacle Wealth Management?
Liza Mardon is listed as Executive Assistant at Pinnacle Wealth Management.
Where is Liza Mardon based?
Liza Mardon is based in London, England, United Kingdom while working with Pinnacle Wealth Management.
What companies has Liza Mardon worked for?
Liza Mardon has worked for Pinnacle Wealth Management, Taylor James Auctions, and Nuffield Health The Holly Hospital.
Who are Liza Mardon's colleagues at Pinnacle Wealth Management?
Liza Mardon's colleagues at Pinnacle Wealth Management include George Roddan Acsi, Sam Fitzgibbon, Sean Quinn, Lauren A., and Timothy Everett.
How can I contact Liza Mardon?
You can use AeroLeads to view verified contact signals for Liza Mardon at Pinnacle Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Liza Mardon attend?
Liza Mardon holds Gcse & A Level from Woodbridge High School.
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