Lynne is our Client Relationship Manager, and we will be continuing to work together as a team, as we have since 2013.
As a highly motivated financial services professional, I am delighted to be continuing to work with Lynne. She has a wealth of knowledge and experience, having actively managed a portfolio of high net worth personal and commercial clients comprising CEOs and Senior Executives over many years.
She continues to offer an exceptional client relationship service and her skills complement mine and enhance our offering to our business owners and private clients. As well as organising our client events, Lynne also works closely with our professional connections, ensuring that, when needed, our clients have access to quality contacts in the legal, banking and accountancy worlds who share our values and beliefs.
Together we will continue to build relationships founded on trust, excellent service, and outstanding wealth management advice.
We look after Private Clients and Business Owners and pride ourselves on basing our advice on strong ethical and moral values, combined with a desire to genuinely look after people and help them understand complex financial planning matters in a simple and straightforward manner.
Our objective is to help all our clients plan holistically, considering every aspect of their financial planning needs including ensuring that they, their families, and businesses are protected, offering them the potential for superior returns on their investments and pensions, whilst at the same time protecting their assets and mitigating their tax liabilities.