Lindsey joined Financial Services in 2010 initially as an Administrator, and she has since gone on to work extensively in the IFA and Corporate Finance sectors. Her wealth and range of experience makes her ideally qualified to work in our very busy Adviser Support Department in the role of Coordinator.
In this position Lindsey is responsible for working closely with each Financial Adviser to help ensure that they are given the vital support needed to prepare for their client meetings as well as making sure that all subsequent business transactions are fully compliant with industry standards. In addition Lindsey also continues to review and refresh the processes and procedures in this department, in order to optimise efficiency. This is a busy and demanding role, where organising, planning, coordinating, prioritising and problem solving all form a key part of Lindsey’s daily responsibilities, to make sure that we are giving the very best level of support to our Advisers, and a first class service to our Clients.
Outside the office, Lindsey lives in Middleton with her fiancé and 2 teenage sons, all of whom keep her very busy. She is a self-confessed shopaholic and also enjoys travelling. Lindsey and her family have had many happy holidays overseas, and she is currently finalising plans to get married in Italy in 2020.