Lindsay Carter

Lindsay Carter

Ascot Lloyd

Minimum savings/pensions: Over £250,000

0330 038 8938
Based in Holmfirth
View location
Top Rated 2025
Verified since: December, 2024
4.8 out of 5

271 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 09 October 2025

    Lindsay is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lindsay's status

  • 46

    Recent Client Reviews

    Verified reviews: 100%

    Lindsay has received 46 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 16 June 2025

    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

    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 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 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.