Leanne Whitcroft

A brief introduction

I work in the Technical Support Department, in our Trowbridge office.

A large part of my role is preparing, writing and compiling financial reports as well as undertaking research and investigations.  I also manage the workflow of our team, assist with implementing business changes and undertake ongoing technical research.

Background

I joined Monahans in 2003 as an administrative assistant; during my time with the company I have achieved both the Certificate and Diploma in Financial Planning with the Chartered Insurance Institute.

I was initially responsible for administration tasks, then moved into a PA role for two advisers. After gaining experience within the company, I moved into my current technical support role 5 years ago and now work closely with our Trowbridge based advisers.

Expertise

Financial Research
Technical Summaries
Co-ordinating Team Work Levels
Updating Financial Data
Financial Reports

Send an email

Client testimonial

While the freeing up of the rules around pensions is to be welcomed, it does mean that the choices to be made have become much more complex. We felt that the advice given provided solid guidance through this potential minefield!

Dr Philips