Lindsay specialises in advising local and international private clients with respect to their investment portfolios and in formulating strategies for their retirement planning.
He has over 30 years’ experience in the Financial Services industry, spanning funds, trusts, financial planning, employee benefits and pensions. Lindsay started his career with a multinational trust and funds business moving onto roles within well-known international private banks before a change of direction in 1997 towards financial planning, initially with a local independent firm before moving on to an international financial services business specialising in wealth planning for private clients and the establishment of their employee benefits division.
Lindsay is a member of the Chartered Institute of Securities & Investment and the Personal Finance Society and is a Chartered Wealth Manager.
Outside of work he is an active coastal rower and not quite so active golfer! Spare time is spent getting together with family and friends as often as possible and following the ups and downs of Liverpool Football Club.
+44 (0)1534 888404