Lindsay Lockett

Lindsay had been in the financial services industry for 21 years, working in banking then as an Independent Financial Adviser dealing with wealth management, pensions advice, inheritance Tax Planning and holistic Financial Planning. Lindsay holds the Diploma in Financial Planning and also holds specialist qualifications to advise on at retirement needs, Long Term Care planning plus advanced qualifications to deal with Taxation & Trust work and Financial Planning. In addition, having worked for a number of solicitor practices, he specialises in advising on the following topics - Trustee Investment Advice, Pension Sharing, Pre & Post Retirement Planning, Inheritance Tax and Estate Planning, Long Term Care Planning and Investment Advice. The services offered are fee based, usually determined by the time taken to complete matters. Lindsay's personal clients are usually of higher net worth, retired or approaching retirement, seeking advice on their accumulated assets and pension funds, which need to be invested wisely and tax efficiently to protect against the threats of inflation, lengthening mortality and over exposure to market risk where possible. Lindsay offers an initial complimentary meeting or telephone discussion in order to understand your current financial position, your financial objectives and your realistic ability to attain your financial goals. At the end of the initial consultation an indication of costs can be given alongside a summary of the benefits Lindsay's advice can offer. Please note that as Vouchedfor charges for your contact details, we reserve the right to decline enquiries sent to multiple advisers.