Lisa Bartholomew

Looking for impartial financial advice tailored to suit your personal or business circumstances? Based in Rotherham, AEON Financial Services has over 15 years of experience providing quality wealth management services for individuals, plus a full range of financial services for organisations.

Senior Administrator

Lisa Bartholomew

t. 01709 730600

How would you describe your role within AEON?

I work within the admin team at AEON. This involves submitting the new business for the advisers on behalf of clients to various providers. I liaise with the providers, advisers & paraplanners to ensure everything runs smoothly and the clients polices are finalised. Reception duties include answering the many phone calls from clients & providers. I also provide general insurance support, assisting Darren with renewals and new client enquiries.

What qualifications do you hold?

FA1- Life office administration & FA2 – Pensions administration

What is the most valuable piece of advice you have been given?

Don’t make decisions when you’re angry.

What interests do you have?

Walking and just taken up horse riding again. Visiting new places in the UK and abroad. I also seem to dog sit on a regular basis!

What is your favourite Holiday, Book, Board Game, Film, Sport and or sports team?

Holiday
Spain

Film
The Notebook

Board game
Trivial Pursuit