Financial Adviser
Lyndsey is an experienced financial adviser, taking responsibility for our new associate dental clients, working closely with the PFM Dental Accountancy team. Lyndsey strives to keep her clients’ needs at the forefront of her advice process, specialising in mortgages, income protection, regular pension and savings advice. A rewarding aspect of Lyndsey’s role is to help clients purchase their first home, or move onto their forever homes. Lyndsey will get you the right mortgage based on your circumstances for the right cost. Lyndsey holds a diploma in financial planning (DipFA). Lyndsey has been a speaker on the Yorkshire and Humber DF1 programme for a number of years, offering an impartial view on the financial issues facing dentists at an early career stage. She has also delivered presentations to post graduate dentists, specifically on pension planning.
