Having worked in this industry for over 20 years, I’ve seen the good, the bad and the ugly when it comes to financial advice, and I want to make sure my clients only now see the good. Gaining access to financial advice shouldn’t be scary or daunting and whilst many of us want to bury our heads in the sand, I like to help my clients dig themselves out.
Lyndsay has been a pleasure to work with. She has helped me set up my pension, health insurance, critical illness and income protection. Nothing is ever too much trouble, she takes the time to explain the details to me and no question is too silly. She also sources the best rates too which is gre...
In the last 5 years my financial circumstances have changed as a result of a new career path and I recognised the need to think more carefully about my personal finances and my investment portfolio. I started simple and low risk and with Lyndsay's help I have a more commercial understanding of ho...
Lyndsay has given me fantastic advice, taking time to understand my needs and walking me through the various options. She has encouraged me to prioritise my savings goals and review these on a regular basis. I would not hesitate in recommending her to anyone.
Thanks to Lyndsay! Absolutely fantastic! Personable and incredibly knowledgeable. She made it painless for my money novice husband so she must be good! I have met many financial advisers in my line of work and I have to say she is the best I have come across.
Between moving countries, accepting new job offers and starting a business, my husband and I had lots of questions to ask Lyndsay. She patiently helped us work through our concerns and provided excellent advice for how to proceed forward. Lyndsay knew exactly what kind of information we needed an...
Lyndsay listened well to my priorities, concerns and put real thought and attention into the advice and recommendations provided. Subsequently, Lyndsay showed a good level of care and followup, so that the practical details were attended to well and went through promptly.
Lyndsay Wolfe is an exceptional financial advisor. She is clear and transparent with her advice, and I trust her to deliver the best possible outcome for my portfolio. I would not hesitate to recommend her to my friends and colleagues.
Lyndsay has been a pleasure to work with. She has helped me set up my pension, health insurance, critical illness and income protection. Nothing is ever too much trouble, she takes the time to explain the details to me and no question is too silly. She also sources the best rates too which is gre...
In the last 5 years my financial circumstances have changed as a result of a new career path and I recognised the need to think more carefully about my personal finances and my investment portfolio. I started simple and low risk and with Lyndsay's help I have a more commercial understanding of ho...
Lyndsay has given me fantastic advice, taking time to understand my needs and walking me through the various options. She has encouraged me to prioritise my savings goals and review these on a regular basis. I would not hesitate in recommending her to anyone.
Thanks to Lyndsay! Absolutely fantastic! Personable and incredibly knowledgeable. She made it painless for my money novice husband so she must be good! I have met many financial advisers in my line of work and I have to say she is the best I have come across.
Between moving countries, accepting new job offers and starting a business, my husband and I had lots of questions to ask Lyndsay. She patiently helped us work through our concerns and provided excellent advice for how to proceed forward. Lyndsay knew exactly what kind of information we needed an...
Lyndsay listened well to my priorities, concerns and put real thought and attention into the advice and recommendations provided. Subsequently, Lyndsay showed a good level of care and followup, so that the practical details were attended to well and went through promptly.
Lyndsay Wolfe is an exceptional financial advisor. She is clear and transparent with her advice, and I trust her to deliver the best possible outcome for my portfolio. I would not hesitate to recommend her to my friends and colleagues.
Lyndsay has been a pleasure to work with. She has helped me set up my pension, health insurance, critical illness and income protection. Nothing is ever too much trouble, she takes the time to explain the details to me and no question is too silly. She also sources the best rates too which is gre...