Diploma in Financial Planning (DipPFS)
Lynn is a Wealth Planner with 20 years experience, 3 of which have been at Succession, and enjoys working closely with clients to help them plan for, and work towards, their financial goals. She holds a Diploma in Financial Services and is actively working towards Chartered status.
"I live in Ayrshire with my husband, daughter Holly and our new puppy Virgil. I enjoy nothing more than long walks in the fresh air!"
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.
Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.