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Lynsey Turnbull

Financial Adviser

I’ve worked in financial services since 2002, and the most rewarding part of my role is helping people move closer to what truly matters—whether that’s securing their family’s future, planning for retirement, or simply feeling more confident about their finances. I love seeing the good news stories that unfold when a financial plan supports someone’s personal goals.

As a mum of two, I understand the importance of balance—not just in daily life, but in financial planning too. My aim is to offer thoughtful, tailored advice that fits around your priorities and gives you peace of mind.

I advise on pensions and retirement planning, investment strategies to grow your wealth, protection solutions to safeguard what matters most, and inheritance tax planning to help you leave a meaningful legacy. I’m committed to building long-term relationships and supporting clients through every stage of life.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

All of UK - Remotely

Covers

All of UK Remotely

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