Ruth Lynch
Regional Development Manager
Leicester
What attracted you to a career in wealth management?
With over 15 years in the financial services sector, my path began at Personal Touch Financial Services. During my tenure there, I held various positions, ultimately reaching Wealth Manager and Wealth Development Manager roles. I moved to Quilter Financial Planning in 2017 and spent 5 years there, starting as a Field Coach and advancing to the role of Relationship Manager. I moved to Quilter Cheviot in 2023 as a Regional Development Manager for the Leicester office. This journey, started with passing my DIPFA Level 4 Diploma in 2012 and in 2023 achieving level 6 Chartered Status. I have always had an interest in the financial markets.
How do you approach your role on a daily basis?
Currently as a Regional Development Manager and previously as a Relationship Manager my focus centres on building relationships with financial advisers. I do this through a variety of ways like one-on-one meetings, technical workshops and investment lunches.
What are your interests outside of work?
Beyond my professional commitments, I am married and have a 11 year son. My weekends consist of watching my son play football and household duties.