Paulette Dallas, Administrator, North London
Simon Prestcote, Lonsdale Wealth Management Independent Financial Adviser Barnet, North London
Lonsdale Wealth Management Barnet Office, North London
Introducing Paulette Dallas our new Administrator for the Barnet office
Thursday 23 November, 2017
Simon Prestcote's Barnet financial planning team has new Administrator
Paulette Dallas joined the North London financial planning team in October 2017. Paulette’s role is to manage the day to day running of the Barnet Office and deliver excellent service to our clients. She also supports Lonsdale Wealth Management North London independent financial adviser Simon Prestcote and Barnet IFA Daniel Stansall, and works with Lonsdale Administrator Nayanesh Kakkad.
Before Paulette worked at Lonsdale Wealth Management, Barnet she had a career in childcare and education. Paulette managed children’s centres, delivering multi-agency services to children aged 0-5 and their families for over 25 years. She achieved a 1st Class Honours Degree in Early Childhood Studies, along with various additional management qualifications.
After reaching the pinnacle of her role in education she decided on a complete career change, but one which would allow her to continue to utilise and develop the things that really matter to her. These include working within a high performing team to deliver a quality service which meets client needs, and identifying process improvements where needed to support excellent client service.
Paulette Dallas, Administrator and member of the Barnet Financial planning team said:
‘I joined the Lonsdale Wealth Management North London office as I was looking for a new challenge after a career in childcare. I really enjoy supporting our Barnet financial consultants who offer independent financial advice. I also like the variety within the administrator role, and being a people person I enjoy getting to know our clients.’
Simon Prestcote, independent financial adviser (IFA), Barnet, said:
‘It’s really good news that the Lonsdale Wealth Management’s Barnet office has expanded. This has been down in no small part to the continued support of all our clients for which we are grateful. Paulette is working closely with Nayanesh to ensure that our client service and administration continues to be as good as it possibly can be. Our clients will speak with Paulette over the coming weeks and months as she is responsible for co-ordinating our client review meetings.’
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