Lizzie Jones

Client Support Team Leader

Qualifications

The professional side of things

Lizzie plays a key role in supporting the financial planners to ensure clients receive the best possible service. Her responsibilities include processing various requests, such as withdrawals and annuity applications, and assisting the wider support team.

Away from the office

Lizzie enjoys watching live music events and exploring cities around the world. A passionate animal lover, Lizzie currently shares her home with one cat but hopes to welcome more furry companions in the future.

What are the three things that you love most about your job?

  • Working with the team
  • Helping our clients
  • Providing the best possible service and outcomes.

What has been your career highlight so far?

I’ve really enjoyed learning about investments and pensions. Previously, I only worked with mortgages and protection.

Where is your favourite holiday destination?

Italy.

What’s your favourite song to play in the car?

‘Oh Caroline’ by The 1975.

If you could turn any activity into an Olympic sport, what would you win a gold medal in?

Bad singing in the car.

Our team that makes it all happen

Our talented team

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