Professionally
Lynette provides broad support to the Financial Planners through technical research and report writing, while also forming part of a smaller client-focused team comprising a Financial Planner, Associate Financial Planner and Client Service Associate. This ‘Team within the Team’ supports a designated group of clients, with Lynette’s role including technical and report-writing support for the Financial Planner, attendance at some client meetings, and assistance to the Client Service Associate with more technical aspects of back-office processes.
Personally
Lynette spends time with her husband, grown-up children and her dog; life revolves around family. However, she also finds time to perform in local amateur dramatic productions and enjoys theatre trips both locally and to the West End. Lynette is also Regional Co-ordinator for a small national charity, which includes hosting local support groups.
