Lisa Best
Director, Tax-efficient Solutions @Adviser Home
Crewe, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2023 — Present
Director, Tax-efficient Solutions @Adviser Home
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Crewe, GB
Adviser Home exists to help advisers run, develop and market their business. It has partnered with a strong range of businesses to offer support. Its Adviser Calendar is designed to be the definitive resource for advisers planning which provider events to attend. It offers providers the chance to work with a 22,500 strong adviser community through a number of partner and sponsorship packages.
SKILLS
Record KeepingFinanceOffice ManagementCustomer RelationsMeeting FacilitationOffice AdministrationAsset ManagementNegotiationSecretarial SkillsProject ManagementPeople ManagementMicrosoft OfficeReal EstateBusiness StrategyManagementFile ManagementNew Business DevelopmentBusiness DevelopmentAccount ManagementGoogle DocsEntrepreneurshipResearchProblem SolvingPortfolio ManagementStart-UpsFinancial ServicesTeam LeadershipInvestmentsSpreadsheetsTeamworkInterpersonal CommunicationContent WritingDropboxReport WritingMarketing Strategy
ABOUT LISA BEST
Awarded Enterprise Investment Scheme Association \'Best Journalist or Advocate\'of 2022…
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