Whos Who?
Introducing the Who’s Who? corner of our monthly Newswire…
Each month we’ll interview one of the team here at KN to tell you a bit more about themselves and their role….after all, everyone loves a good nosey don’t they?!
Zoe Dalton – Administrator, Kirk Newsholme Financial Planning
Zoe joined KNFP in 2022 bringing with her over 20 years’ experience in financial services and provides admin support the firm’s advisers.
Tell us a bit about your role and Kirk Newsholme…
I provide full administrative support to Guy and Wayne who are two of our chartered financial planners. I maintain close contact with them and their clients to deliver a compliant and effective service. My role includes but is not limited to submitting and tracking of new business, liaising with clients/product providers/third parties, maintaining and updating client records.
What would you be if you weren’t in Financial Planning?
I fell into financial services straight from school to be honest and it has become my career. I originally wanted to become a midwife however I do not like anything medical! I always thought that helping to bring new life into this world would be the most rewarding job there could be.
What are you currently reading/watching/listening to?
I don’t have much time to do either with having a 9 and 6 year old but when I do get a spare 30 minutes it tends to be something light hearted! I do like Master Chef, any home design shows on Netflix and dare I say it…Love Island!
Where is your favourite place in the World?
There’s no place like home! I just love being at home with my family.
What’s on your bucket list?
I have always wanted to go to Italy as it is so diverse and you could spend months exploring! I have a long list of what to do when I get there like visit Sardina, ride a gondola in Venice, visit and stay in a traditional house in Puglia, take a cooking class, eat delicious pasta/gelato and of course try wine from a local vineyard!
Category: Firm News By Kirk Newsholme Chartered Accountants in Leeds September 3, 2024
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