We’re delighted to announce that we have appointed a new Financial Administrator to support our team and growing client base.
Lisa Oldroyd has worked in administration for over 22 years and in the financial industry for 10 years, with roles that have included Commissions Department and Operations support.
For the past 6 years, she has worked for a large adviser network supporting the recruitment process for students studying towards their DipFA qualification.
Mark Stewart, Director of Sheards Wealth Management, commented:
“Having celebrated our 10th anniversary last month, Lisa joins us at a very exciting time. As our client base continues to grow, we are extremely happy to have Lisa on board to support our team. With her wealth of experience, I have no doubt that she will be a great fit and provide some fantastic insight as we take on another busy year.”