Our Client Service Support
Our team consists of Lisa De Nobrega, Lynnette Nelson, Roselle Donegan, Darren Thompson and Sophie Powell.
SENIOR CLIENT SERVICE SUPPORT
Lisa De Nobrega
Lisa joined Burlington Associates Limited at the very beginning and provides first-class administration support to several of our advisers. She also takes administrative responsibilities for our Fees and Commission’s department.
SENIOR CLIENT SERVICE SUPPORT
Lynnette Nelson
Lynette has been with Burlington Associates since the start. Her support role concentrates on our group business, insurance, and pensions but is also our investment case monitor which requires excellent attention to detail.
CLIENT REVIEW SUPPORT
Roselle Donegan
Roselle is the most recent addition to Burlington Associates and has been tasked with the responsibility of managing our ongoing client review service. This role involves the collation of client information and subsequently producing our annual review packs in readiness for presentation by our advisers. This work utilizes Roselle’s numeracy and literacy skills as well as her attention to detail.
CLIENT SERVICE SUPPORT
Darren Thompson
Bio to be uploaded soon.
CLIENT SERVICE SUPPORT
Sophie Powell
Bio to be uploaded soon.
Our Team
Senior Management
Financial Planners
Mortgage Advisers