Lindsey is a Chartered Financial Planner and a Fellow of the Personal Finance Society. She is qualified to advise on all aspect of financial planning, including pension transfers and, as a Later Life Accredited Adviser, she can also advise on care fees planning.
In February 2020 we were delighted to discover that Lindsey had been included in VouchedFor’s “2020 Guide to the UK’s Top Rated Financial Advisers” .
“Lindsey is a strong motivator and will challenge others at crucial times. Her IT skills are legendary. Or so she thinks.”
“I’m very proud that the business has grown to the size it is in a relatively short space of time and that the majority of new clients have actually been referred to us from existing happy clients or our professional friends.”
“Lindsey is very professional with a friendly, approachable manner.”
“Lindsey was the first person to give me the confidence it was worthwhile spending the money on some advice.”