Complementing our advisory team is our well resourced and highly experienced client services team. The team’s purpose is quite simply to ensure clients receive a highly professional, personal and friendly service. The team is led by Lynn Tomaney, office manager who joined XL in 2005. Prior to this she worked for a leading UK financial service product provider. 

Supporting Lynn, are: Senior Administrator Tracey Pickering, with over 25 years of financial services experience, Senior paraplanner Samantha (Sam) Potter, Diploma qualified with many years of financial service experience and currently studying towards Chartered status. Viv Haylock supports both the paraplanning and admin team and has over 15 years financial services experience.

To strengthen the team in 2020 Dan Parish joined as a trainee adviser and Paraplanner. He has recently completed his Diploma in Regulated Financial Planning and is working towards Chartered status.


01449 723526