Vicky Lomas Email
Client Services Administrator @ Taylor & Taylor Financial Planning
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Vicky Lomas Location
- Manchester, GB
Vicky Lomas Work
- Client Services Administrator @ (November 2020 - Present)
- Protection Specialist @ (October 2020 - November 2020)
- Senior Administrator @ Proactive Financial Planning (October 2017 - September 2020)
- Administrator @ Harold Sharp (January 2015 - September 2017)
- Administrator @ Rice Whatmough Crozier LLP (March 2014 - December 2014)
- Events Co-ordinator @ Panacea Financial Services (January 2009 - March 2014)
- Business Support @ AXA and Sun Life (January 1986 - January 2008)
Vicky Lomas Education
- St John Rigby 6th Form College
Geography (English Literature and Geology)
1984-1986 - St Edmund Arrowsmith RC High School
O levels
- St Oswalds RC Primary School
Primary education
Vicky Lomas Skills
- Asset Allocation
- Asset Management
- Business
- Business Networking
- Business Relationship Management
- Charities
- Charity
- Corporate Events
- Critical Illness
- Equity Release
- Event Management
- Event Planning
- Financial Advisory
- Financial Planners
- Financial Risk
- Financial Services
- Fixed Annuities
- High Net Worth Individuals
- Incentives
- Income Protection
- Inheritance Tax Planning
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Live Events
- Marketing Communications
- Mutual Funds
- Parties
- Pensions
- Personal Finance
- Portfolio Management
- Proposition Development
- Protection
- Relationship Management
- Retirement
- Retirement Planning
- SIPP
- Savings
- Small Business
- Social Media Marketing
- Social Networking
- Stakeholder Management
- Strategic Financial Planning
- Trusts
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- Wedding Planning
Vicky Lomas Summary
- Vicky Lomas, based in Manchester, GB, is currently a Client Services Administrator at Taylor & Taylor Financial Planning. Vicky Lomas brings experience from previous roles at Irlam Estates Financial Services, Proactive Financial Planning, Harold Sharp and Rice Whatmough Crozier LLP. Vicky Lomas holds a 1984 - 1986 Geography in English Literature and Geology @ St John Rigby 6th Form College. With a robust skill set that includes Asset Allocation, Asset Management, Business, Business Networking, Business Relationship Management and more. Vicky Lomas has 1 emails on RocketReach.
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