He is known for his approachable, relationship-led style and for making financial planning clear and easy to understand.
He joined Perspective in October 2024 following the acquisition of his previous business. Lindsay began his career in 2000 working within corporate pensions before becoming an Independent Financial Advisor (IFA) in 2003, building broad experience across pensions and investment planning.
He holds all the qualifications required for Chartered status, alongside specialist qualifications in mortgages, long term care and equity release, including lifetime mortgages. Lindsay is committed to delivering clear, practical and personalised advice that supports clients throughout every stage of their financial journey.