He began his career in 2000 working in corporate pensions before becoming an Independent Financial Advisor (IFA) in 2003. Over the course of his career, he has developed extensive experience in pensions and investment planning.
Lindsay holds the qualifications required to achieve Chartered status, together with specialist qualifications in mortgages, long-term care and equity release, including lifetime mortgages.
He is committed to understanding each client’s individual circumstances, aims and objectives, and works closely with them to help make financial planning and complex financial concepts easier to understand. Lindsay believes in providing clear, personalised advice that supports clients at different stages of their financial journey.