0330 038 8938
Based in Holmfirth
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2024
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Lindsay is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lindsay's status
Last checked: 09 April 2025
Lindsay is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lindsay's status
72
Recent Client Reviews
Lindsay has received 72 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lindsay has received 72 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
8
Qualifications Uploaded
Lindsay has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Lindsay has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Lindsay has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Lindsay has provided information on their typical fees
Lindsay has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lindsay (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Lindsay
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lindsay (based on 8 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Lindsay is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lindsay's status
Last checked: 09 April 2025
Lindsay is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lindsay's status
72
Recent Client Reviews
Lindsay has received 72 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lindsay has received 72 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
8
Qualifications Uploaded
Lindsay has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Lindsay has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Lindsay has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Lindsay has provided information on their typical fees
Lindsay has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lindsay (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Lindsay
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lindsay (based on 8 first impressions)
My principle focus are my clients. I pride myself on the high level of care, time and attention to detail I give to each of my clients and their families to understand their aspirations, the financial goals which are important to each of them, both now and through life's journey. I am employed by Ascot Lloyd and provide holistic financial advice in all areas of financial planning, from protecting a client's lifestyle and that of their loved ones, investing for their future, planning for their retirement and once in retirement, and estate planning. I have worked in financial services for over 25 years, and I have built a number of long term relationships with my clients, becoming their trusted adviser. Outside of work, I enjoy spending time with the family, this is really important to me, it maybe going for a walk, partaking in activities together, or just being there for them. Look at my reviews and please feel free to contact me.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Lindsay's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.