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Lynn joined Mattioli Woods in 2023, bringing with her a wealth of previous experience gained over 20 years within the financial services industry.
As well as holding the CII Diploma in Regulated Financial Planning, Lynn is a Fellow of the Institute and Faculty of Actuaries. She spent almost 20 years in pensions consulting as an actuary with a large global consultancy, where she gained a wealth of experience in pensions, risk and investments. Within the pensions area, she is highly knowledgeable in both defined contribution and final salary pensions, including valuations of those pensions and divorce valuations.
Lynn is now delighted to be providing individuals with bespoke financial advice and believes in truly holistic financial planning covering all areas. This includes pension plan formation, constructing and maintaining investment portfolios, protection, and estate/inheritance tax planning.
Lynn is passionate about building trusted relationships and helping people, and is always excited to deliver personal financial advice to guide individuals on their path to financial freedom and success, whatever that means for them.
Outside of work, Lynn is a passionate girl’s football head coach for her local team, which takes up most of her spare time. She loves seeing the girls in the team living their best lives and improving in the game, and is keen to ensure that girls are provided with every opportunity in their football journey.
