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Lisa Masniuk

Wealth Management Administrator

I am delighted to have joined the operations team at Walden Capital in 2024 to help provide further support to the technical team and advisers at our fast-growing financial planning and wealth management firm. It’s a role I relish having spent 25 years working within the financial services sector looking after private clients.

I’m passionate about providing the highest standard of customer service to clients, with speed of communication and discretion being two obvious requirements. We work very closely with our technical team and our financial advisers to ensure our levels of service are as efficient as possible and utilise the latest in technology.

Outside of work I lead a very active social life and love eating out and visiting the cinema or theatre. When I get a quiet moment you will find me engrossed in a captivating novel!

Knowledge & resources

The latest news, information and opinion on the current financial situations and trends plus useful guides to investing, pensions and making the most of your wealth.

Knowledge & resources

The latest news, information and opinion on the current financial situations and trends plus useful guides to investing, pensions and making the most of your wealth.

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