About Us    

Prior to establishing Lindsay Lockett Financial Guidance Limited, Lindsay had been in the financial services industry for 21 years, working in banking then as an Independent Financial Adviser dealing with wealth management, pensions advice, inheritance Tax Planning and holistic Financial Planning.

Lindsay holds the Diploma in Financial Planning and has achieved the new qualification levels being introduced as part of the FCA Retail Distribution Review (RDR) in January 2013. Lindsay also holds specialist qualifications to advise on Long Term Care Insurance and the Taxation & Trust qualification under the Advanced Financial Planning Certificate. In addition, having worked for a number of solicitor practices, he specialises in advising on the following topics - Trustee Investment Advice, Pension Sharing, Pre & Post Retirement Planning, Inheritance Tax and Estate Planning, Long Term Care Planning and Investment Advice.

 

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