Liza Mardon
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Liza Mardon Email & Phone Number

Executive Assistant at Pinnacle Wealth Management
Location: London, England, United Kingdom 4 work roles 1 school
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Pinnacle Wealth Management
Role
Executive Assistant
Location
London, England, United Kingdom
Company size
115 employees

Who is Liza Mardon? Overview

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Liza Mardon is listed as Executive Assistant at Pinnacle Wealth Management, a company 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.

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Email format at Pinnacle Wealth Management

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Pinnacle Wealth Management

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Profile bio

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's current company

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Pinnacle Wealth Management
Pinnacle Wealth Management
Executive Assistant
London, GB
Website
pinnaclewealth.co.uk
Employees
115
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4 roles

Liza Mardon work experience

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

Executive Associate

Current
Pinnacle Wealth Management

Our 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.

Aug 2023 - Present

Auction Administrator

Taylor James Auctions

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.

Feb 2022 - Sep 2023

Booking Administrator

Nuffield Health The Holly Hospital

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.

Feb 2021 - Feb 2022
Team & coworkers

Colleagues at Pinnacle Wealth Management

Other employees you can reach at pinnaclewealth.co.uk. View company contacts for 115 employees →

VB Victor Badu (Dipfa, Cemap) Victor Badu (Dipfa, Cemap) Colleague at Pinnacle Wealth ManagementGreater London, England, United Kingdom, United Kingdom View → EH Elliot Harris Elliot Harris Colleague at Pinnacle Wealth ManagementSnodland, England, United Kingdom, United Kingdom View → AC Abbie Carter Abbie Carter Colleague at Pinnacle Wealth ManagementUnited Kingdom, United Kingdom View → BF Beaven Fernando Beaven Fernando Colleague at Pinnacle Wealth ManagementLondon Area, United Kingdom, United Kingdom View → CB Charlie Bornor Acsi Charlie Bornor Acsi Colleague at Pinnacle Wealth ManagementLondon Area, United Kingdom, United Kingdom View → SC Sophie Coyne Sophie Coyne Colleague at Pinnacle Wealth ManagementLondon, England, United Kingdom, United Kingdom View → VC Vania Colleen Joseco Vania Colleen Joseco Colleague at Pinnacle Wealth ManagementLondon, England, United Kingdom, United Kingdom View → RC Rose C. Rose C. Colleague at Pinnacle Wealth ManagementLondon, England, United Kingdom, United Kingdom View → BB Brandon Berry, Acsi Brandon Berry, Acsi Colleague at Pinnacle Wealth ManagementLondon, England, United Kingdom, United Kingdom View → FS Farid Shawish Farid Shawish Colleague at Pinnacle Wealth ManagementLondon, England, United Kingdom, United Kingdom View →
1 education record

Liza Mardon education

FAQ

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 Victor Badu (Dipfa, Cemap), Elliot Harris, Abbie Carter, Beaven Fernando, and Charlie Bornor Acsi.

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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