Senior Partner Practice of St. James's Place Wealth Management
Lynne moved into the Financial Services industry when she joined a large insurance company back in 1983. As part of the Administration team, she was the personal assistant to the Branch Manager for 18 years.
When the branch closed she moved to a firm of Independent Financial Advisers as Office Administrator, where she gained further valuable experience of the financial services industry, together with the day to day operation of the business.
Lynne joined Atlantic Wealth Management in 2014 as Finance Director. Her role with-in the company involves all aspects of financial control and reporting on a day to day basis.
She has responsibility for Atlantic’s reporting deadlines, the review and reporting on monthly accounts and variances, together with line management responsibility for the accounts payable and receivable, credit control, payroll and HMRC.
Lynne also works in formulating strategy and long term plans together with the formulation of personnel policy in conjunction with Atlantic’s Board of Directors.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Atlantic Wealth Management is a trading name of Atlantic Wealth Management (UK) Ltd. Atlantic Wealth Management (UK) Ltd is registered in England and Wales, Number 08772076. Registered Office: The Business Store, 98-100 High Road, Rayleigh, Essex, SS6 7AE.