Debbie Lake
Client Service Assistant
Focus:
Working together with Jean Webb in a non-advice role with clients. Providing support by producing quotations, valuations and meeting correspondence amongst other things.
Time with us:
Since 1995
Passion:
Being helpful, polite, supportive and well organised.
Interests:
Going to the gym, the cinema, eating out and socialising with friends and family.
Qualifications:
Certificate in Financial Planning – Investment and Risk Module
Certificate in Financial Administration (Life)
Certificate in Financial Administration (Pensions)
Paper 2 towards the Certificate in Financial Planning
Contact:
ku.oc.htlaewhpbnull@ekal.eibbed
01582 461122