Lindsay Tucker

Trust, support and experience. I have always approached being a financial adviser in the same way as my lifelong passion for sport. The first step is to get to know the members of the team, listening to their ambitions, strengths and weaknesses. Then, my role is to develop a winning strategy within the rules of the game and conditions of the field so that we can enter the fray with the conviction from having a clear plan. Whether it is defending an existing position, working together to move forward or overcoming obstacles presented along the way, I believe the flexibility and response that comes from knowledge and experience is crucial to a winning performance. Before building my own practice with St James's Place, I worked in retail banking and wealth management with Lloyds Bank, so whilst specialising in Retirement Planning and mitigating Inheritance Tax, I have well-rounded experience of helping people in all aspects of their finances. I believe in breaking down any complex terms and industry language so that everyone has clarity, transparency and confidence in their financial journey and I thoroughly enjoy meeting and getting to know people as I show them how to make their money realise its full potential. When not working or with family I can be found on the golf course, walking the dog, keeping fit or indulging my enjoyment of fine wines.' The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx