Lindsay Wood
DIPFA
Financial Planning for yourself, your family or your business is extremely important and with changing times and changes in legislation it is even more important to ensure that you access professional and up to date advice. I am able to do this through completing regular financial reviews to help you achieve your financial goals. This is particularly important to ensure the safeguarding and security of your finances, and these regular reviews can take in to account any changes to your personal circumstances.
About
My main focus is building long term lasting relationships with my clients. My advice is the highest standard, not only do I meet with clients regularly, I also keep them up to date with a weekly communication covering key market, economic and personal finance news.
With the world of financial advice constantly changing and evolving I feel that it is essential to write bespoke financial plans to help my clients achieve their goals and checking they stay on track through the completion of regular financial reviews.
My business is predominantly based on referrals from existing clients who are keen for their friends and family to receive the same high standard of service that they have experienced. For me there is no greater compliment than a client recommending me to others.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
News & Insights
Visit Insights to read articles and news to help you make informed decisions about your wealth
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 25/01/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
