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

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Client testimonial

Bob Luckett and Leanne Whitcroft were a pleasure to deal with, in what for us were a very important series of steps that we needed to make in our Financial Arrangements. Thank you both, we would have no hesitation in turning to them for advice & assistance or recommending thier services. Thank you.

Mrs J A Bridle