Office Manager/Paraplanner
Jodie
Jodie joined the firm in 2015 and has worked with Chris within other organisations for the last 16+ years, Jodie has 26+ years of industry experience and is the office manager/senior paraplanner at Chris Lunt IFA. She deals with the day to day running of the office and staff as well and providing paraplanning support to the IFA’s. In Jodie’s spare time she enjoys watching netflix, walking her dogs, going on days out with the children and looking after her son & new born Daughter!
Experience & Activities
Jodie joined the firm in 2015 and has worked with Chris within other organisations for the last 16+ years, Jodie has 26+ years of industry experience and is the office manager/senior paraplanner at Chris Lunt IFA.
She deals with the day to day running of the office and staff as well and providing paraplanning support to the IFA’s. In Jodie’s spare time she enjoys watching netflix, walking her dogs, going on days out with the children and looking after her son & new born Daughter!
Chris Lunt IFA Limited is Authorised and Regulated by the Financial Conduct Authority (FCA). The FCA regulates financial services in the UK and you can check our authorisation and permitted activities on the Financial Services Register by visiting the FCA’s website www.fca.org.uk/firms/systems-reporting/register or by contacting the FCA on 0800 111 6768. Our Financial Services Register number is 630282. The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. The Financial Conduct Authority does not regulate National Savings products, Taxation and trust advice, will writing and some aspects of offshore investments. Chris Lunt IFA Limited offers Independent Financial Advice services to clients across the North West including: Liverpool, Maghull, Aintree, Sefton & Merseyside. If you wish to register a complaint, please write to or telephone us using the contact details below or on the "contact" page . A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.” Inbound/Outbound telephone calls and client meetings may be monitored and recorded for training purposes and for security to ensure we have an accurate record of all verbal communications. Chris Lunt IFA Limited. Registered in England & Wales no.9063639 Address: 44A Liverpool Road, Lydiate, Liverpool, L31 2LZ Tel: 0151 923 6173 E-Mail: enquiries@chrisluntifa.co.uk
