Talk To Us
The Partner together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Lynne Reilly

Support Specialist

My financial services career started 20 years ago in Direct Sales with a leading provider selling Protection, Investments & Stakeholder Pensions. I also worked in Intermediary Sales & subsequently progressed to team management, my experience included helping support financial advisers& clients; protection underwriting; group pension schemes including many local government & large employer stakeholder & AVC pension schemes;Auto Enrolement & latterly Pension Freedoms.

 

Getting the right outcomes for clients has always been key for me regardless of what role I was doing & I have previously driven both customer & employee satisfaction surveys.

 I am organised, detailed with a high level of accuracy, I enjoy client interaction & working as part of a team who help & support each other.

 

In my downtime, I enjoy spending time with my husband, my dog, my family & friends, cooking, DIY & Interiors and reading. Travel is a huge part of my life & even although I’ve ticked a few things of my bucket list there’s a long list of places that I’d love to visit, attending Mardi Gras is next on my list.

Experience

Protection

Stakeholder & Group Pensions

Self Development

Compliance & Risk

Diary Management

Sector Experience

Qualifications

Life & Pensions Foundation Certificate

Certificate in Mortgage Advice

Certificate in Equity Release