Kelly arrives as Sophie Departs.


Article by Christina

It’s all change in the Office this week.

After four and half years Sophie has decided to move on, and she’s taken a new job in Clitheroe. We are all very sad to see Sophie leave and wish her all the best for the future.

But taking Sophie’s place we are delighted to announce that Kelly Lord has joined the team.

Kelly will provide administrative support to the business, including collating client information, preparing client documentation, and dealing with Investment, Pension and Life Assurance companies.

Kelly is there to support the team and you may well speak to Kelly when you call the office.

Kelly worked for Halifax as a Banking Adviser for 16 years, so if you ever went into the Halifax in Burnley on Manchester Road or later on Curzon Street you will know Kelly.

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