Lynne Waring
Person
Penwortham Mutual: documents · finance
Financial Controller at Penwortham Mutual, based in Preston. She modelled year two cost on the 27 Apr 2026 negotiation call and was to take the order form to the board. She is the addressee of BB-Demo's invoices and has not replied to them.
Who they are
Insight
Current to 12 Oct 26Financial Controller at Penwortham Mutual, based in Preston. She modelled year two cost on the 27 Apr 2026 negotiation call and was to take the order form to the board. She is the addressee of BB-Demo's invoices and has not replied to them.
Role: Financial Controller, CRM role finance. She attended the 27 Apr 2026 negotiation call with the COO and the Head of Member Operations, and is the named recipient of the implementation and subscription invoices.
Influence: she runs the finance route to sign-off, including board sight and legal. The evidence does not show whether she holds sign-off authority herself, and the COO led the call.
Watch: she was told year two is the Enterprise list price with no discount and did not push back. She has not answered the invoice threads or the PO number requests.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Penwortham Mutual | Financial Controller | finance | lynne.waring@penworthammutual.example |
Activity
- 28 Aug 2026email_threadInvoice for Penwortham Mutual
- 28 Aug 2026invoiceINV-097-0003
- 28 May 2026email_threadSubscription invoice
- 28 May 2026invoiceINV-097-0002
- 15 May 2026email_threadImplementation invoice
- 15 May 2026invoiceINV-097-0001
- 29 Apr 2026email_threadProposal discussion
+2 - 27 Apr 2026callPenwortham Mutual / BB-Demo – Negotiation+2