Lyn Francis

Lyn Francis

Risk and Compliance Project Manager

Envelope

Lyn joined The Beaufort Group in the summer of 2017 as an assistant paraplanner and progressed into the role of Risk and Compliance Project Manager.  She is responsible for ensuring that the business adheres to strict Data Protection rules and regulations by conducting routine audits and running and managing the regulatory projects which flow through the Compliance department.

Lyn began her career in Financial Services within the banking sector in 2000 and worked in a range of back office and client facing roles.  Previously she was a Level 4 Diploma Qualified Financial Adviser for a Midlands based Mutual Society specialising in providing holistic financial advice to niche high net worth clients.  Prior to this, she provided restricted financial advice on a well-known High Street Bank’s pensions, investments and protection solutions to their retail client base.

Outside of work Lyn enjoys spending time with family and friends, as well as indulging in her passions for travel and learning about new cultures.