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Lindsay Abery APFS, Certs CII (MP & ER)

Chartered Financial Planner

Lindsay joined Perspective as part of the Millfield Osceola acquisition. He found that Perspective was a great fit in terms of culture and putting the client front and foremost in the service we offer.

Lindsay has been in financial services for 24 years. After achieving Chartered status a few years ago Lindsay’s focus is currently on looking after his clients. In due course he will work towards Fellow status.

Lindsay gets satisfaction from helping clients achieve their long-term aims and reduce any anxiety from their affairs. It’s a partnership, working together long term. He most enjoys the variety of people he deals with and their different requirements. No one client is the same. It is very rewarding using his knowledge and expertise to help people achieve their goals and aspirations in life.

Outside of work he plays bass guitar in a band. He is also a qualified published rugby coach, coaching a junior rugby team. Lindsay also enjoys playing squash, resistance training, gardening and volunteering at his local rugby club.

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Based

Reading Office

38-40 Station Road
Twyford
Reading
RG10 9NT

Telephone: 0118 932 0600

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Chartered Financial Planners

Perspective (South) Ltd, Registered in England and Wales No 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (South) Ltd is a subsidiary of Perspective Financial Group Ltd.

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We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

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Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk