Lynn has over 30 years’ experience within the financial services industry. She has a BA (Hons) Degree in History, and various financial services and CII qualifications. Lynn has been with the company for nearly 6 years and worked with Tom from the very start!
Lynn is Practice Manager and is responsible for client servicing and the smooth running of the office. She loves speaking with and meeting clients and ensuring that their client experience is exemplary. Lynn loves to socialise with friends and family, loves to cook and entertain and is a keen traveller. Despite never wanting to be a dog owner, she has now been persuaded by her husband and daughters and is now the proud owner of Lola who is now 2!
Charlotte has a number of years in client facing roles and industries, she joined Frizzell & Partners in 2016 as an administrator and after becoming established in this role she progressed to Paraplanner. She and the other Paraplanners work closely together and are responsible for producing suitability letters outlining the bespoke advice recommended to individual clients, ensuring the letters and compliance behind these recommendations are completed to the highest possible standard, whilst also trying to decipher the jargon to make it clear for clients. Alongside her role within the Practice Charlotte is currently working towards her Level 4 Diploma in Regulated Financial Planning.
In her spare time Charlotte enjoys socialising with friends and family, likes to keep fit and is currently busy planning her forthcoming wedding.
Laura joined the practice in 2018, she was previously in a client facing role, dealing with a wide variety of clients. Laura works very closely with Lynn as Client Support and is responsible for all client enquiries and supporting the practice in a range of administrative duties. Laura’s passion is making sure clients are always happy and strives to seek ways to improve our processes.
Whilst not at work, Laura likes to watch films and she loves music of all different genres. She also likes to go on walks with her partner’s dogs Patch and Roxy.
Holly has over 15 years’ experience in leading roles within the Financial Services industry, she has a Marketing degree, a diploma in Financial Markets and is currently one exam away from her Diploma in Regulated Financial Planning. Holly is responsible for the operations of the practice, everything from ensuring our clients are happy to Team Recruitment to Marketing and Business Development. Her passion is coaching and development so she is relentless in ensuring everyone in the team can be the best they can be. In her spare time, Holly is busy looking after the Frizzell children, Max and Barney. She likes to keep fit, but also enjoys good food, which is often combined with a good bottle of wine!
Claire has over 18 years’ experience in the Financial Services industry, she joined the Partnership in 2018 from a previous role in Financial Services Marketing Compliance. Claire holds 2 IAQ diplomas which she gained in her previous role. Claire is part of the Paraplanning team and as such is responsible for producing the suitability letters which are sent to clients detailing exactly why the advisers have given the advice they have. Claire is extremely detail oriented and she and Charlotte are constantly refining their processes to ensure the documentation sent out to clients is of the highest possible standard. Claire has two girls who keep her very busy and she also likes gym classes, drawing and is addicted to reading the Jack Reacher series of books!
Diane has been a PA for 17 years and has a wealth of experience gained from working in both the public and private sectors, including Thames Valley Police and the NHS. Diane has strong organisational and team-working skills and she is able to deal with sensitive information with discretion and confidentiality.
Diane is the first point of contact for clients ringing the office, helps manage Tom’s diary, arranges meetings with clients and ensures that enquiries from clients are dealt with promptly. Diane arranges events, travel and accommodation where necessary, and supports the team with admin duties. She regularly attends aerial fitness classes, and also fences at a local club, where she is also the Welfare Officer. When she is not keeping fit Diane enjoys socialising with friends, and spending time with her cat and two snakes!