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.
In 2019 the team’s newest member James Tiller joined as a trainee adviser, initially supporting administration and paraplanning and only two modules away from completing his Diploma in Financial Services.