0131 268 0823
Based in Edinburgh
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: August, 2024
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Lindsey is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lindsey's status
Last checked: 10 April 2025
Lindsey is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lindsey's status
7
Recent Client Reviews
Lindsey has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lindsey has received 7 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: 08 October 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.
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Lindsey has not yet added their qualifications to their profile
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Lindsey has not yet added their qualifications to their profile
Transparent Fees
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Lindsey has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Lindsey is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lindsey's status
Last checked: 10 April 2025
Lindsey is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lindsey's status
7
Recent Client Reviews
Lindsey has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lindsey has received 7 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: 08 October 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.
Qualifications Uploaded
Lindsey has not yet added their qualifications to their profile
Qualifications not yet added
Lindsey has not yet added their qualifications to their profile
Transparent Fees
Lindsey has not yet added their fees to their profile
Fees not yet added
Lindsey has not yet added their fees to their profile
Lindsey is a Financial Planner in the award-winning Private Client team at IW, based in the Edinburgh office. By building long-term, meaningful relationships with my clients, she helps them identify their goals and aspirations, creating bespoke, flexible plans to enable them and their family to achieve them. Lindsey is experienced in supporting clients at every stage in their financial journey, from investments and wealth management, through to protection and retirement planning. Whether you have a goal in mind, or simply wish to better understand your finances, she is here to support you to work towards a prosperous future, whatever your stage in life.
Offers available through VouchedFor
Contact Lindsey through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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 Lindsey's clients
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Adviser Disclaimer
Independent Women is a trading name of Forvis Mazars Financial Planning Limited. Forvis Mazars Financial Planning Limited is a wholly owned subsidiary of Forvis Mazars LLP, the UK firm of Forvis Mazars Group, a leading global professional services network. Forvis Mazars Financial Planning Limited is registered in England and Wales with registered number 3172233 and is authorised and regulated by the Financial Conduct Authority. Registered office: 30 Old Bailey, London EC4M 7AU. The Financial Conduct Authority (FCA) does not regulate tax advice.