Lynn Healy
Chartered Financial Planner
- Ascot Lloyd
Professional Information
Lynn
Healy
Chartered Financial Planner
Ascot Lloyd
Education, Honors & Awards
Chartered Insurance Institute
Bachelors Degree, Chartered Financial Planner
2018
Personal Information
United Kingdom
Personal Finance Society
Spanish Horses
More than 25 years
Lynn Healy is a Chartered Financial Planner for Ascot Lloyd. She has been in her career field for over 15 years. She is responsible for giving independent financial advice to individuals, she visits clients in home care facilities and she has a specialty in inheritance tax planning. Lynn says she has always had a passion for this field and came into her career as way of natural progression.
Lynn is best noted to long term care. She has a Bachelor’s Degree and is a Chartered Financial Planner. She graduated from the Chartered Insurance Institute in 2018. Lynn is a member of the Personal Finance Society. She does some speaking at conferences and seminars. She says the key to her success is hard work.
In the next three to five years Lynn hopes to continue to grow, develop and make a difference in her field. She is the most proud of achieving her financial planner status. She is looking forward to networking and connecting with other like-minded professionals, and to gaining the recognition and credibility of being a member.
Long Term Care
Websites & Social