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Financial Advisors

Lindsay Financial Services

Lindsay Financial Services is a company based in Sheffield, England, that offers financial services and advice to its clients. Their team of experienced financial advisors provides personalized solutions to help individuals and businesses achieve their financial goals. With a focus on building long-term relationships, Lindsay Financial Services is committed to delivering high-quality services that meet the unique needs of each client.

Introduction to Lindsay Financial Services

Lindsay Financial Services is a financial advisor firm based in Sheffield, England. The company was founded in 2005 by Robert Lindsay who has over 20 years of experience in the financial industry. The company's goal is to provide personalized financial advice to each of its clients. What sets Lindsay Financial Services apart from other companies in the same industry is their commitment to building long-term relationships with their clients and their focus on understanding each client's unique financial situation.

Services & products

Lindsay Financial Services offers a wide range of financial services including retirement planning, investment advice, estate planning, and wealth management. They work with individuals, families, and small businesses to help them achieve their financial goals. One unique service they offer is a financial plan that is tailored to each client's specific needs and goals. They also offer ongoing support to help clients stay on track and adjust their plan as needed.

Location

Lindsay Financial Services is located in the heart of Sheffield, in a vibrant area with a mix of residential and commercial properties. The area is home to many small businesses and restaurants, and there is always something going on. The office is conveniently located near several public transportation options including the Hillsborough Interchange, which is just a 5-minute walk away. Other nearby options include the Hillsborough Park tram stop and the Hillsborough bus station.

Benefits

Customers should choose Lindsay Financial Services because of their personalized approach to financial planning. They take the time to get to know each client and understand their unique situation and goals. They also offer ongoing support and advice to help clients stay on track and make adjustments as needed. Their commitment to building long-term relationships with their clients ensures that they always have their clients' best interests in mind.

Good to know

Customers should be aware that Lindsay Financial Services is a fee-only financial advisor firm, which means that they do not receive commissions for recommending certain products. This ensures that their advice is always in the best interest of their clients. They also have a strict confidentiality policy to protect their clients' personal and financial information.

Reviews

Customers rave about the personalized service they receive from Lindsay Financial Services. They appreciate the time and attention that is given to their unique financial situation and goals. Clients feel confident that they are receiving unbiased advice that is tailored to their needs. Overall, Lindsay Financial Services has a reputation for being a trustworthy and reliable financial advisor firm.

Amenities

  • amenity
    complimentary consultation
  • amenity
    online services
  • amenity
    retirement planning
  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    insurance services
  • amenity
    financial planning
  • amenity
    wealth management
  • amenity
    estate planning
  • amenity
    debt management

FAQ

What experience does your company have in providing financial advice?

At Lindsay Financial Services, we have been providing financial advice for over 20 years. Our team of experienced advisors have helped numerous clients achieve their financial goals.

What are the fees for your financial advisory services?

Our fees for financial advisory services vary depending on the complexity of the client's financial situation and the specific services required. We provide transparent fee schedules and always discuss fees with our clients before beginning any work.

What types of financial products do you offer?

We offer a wide range of financial products to meet the diverse needs of our clients. These include investment funds, insurance policies, retirement plans, and savings accounts, among others.

How do you determine the best financial strategy for your clients?

We take a personalized approach to financial planning and work closely with each client to understand their unique financial situation, goals, and risk tolerance. Based on this information, we develop a customized financial strategy that is tailored to meet their specific needs.

Can you provide references from satisfied clients?

We are proud of the relationships we have built with our clients over the years and are happy to provide references upon request. Many of our clients have been with us for multiple years and are happy to speak about their positive experiences with our firm.