Lindsey McClean

Client Services Support

Lindsey has been in financial services since 2019 after leaving a 15-year career in hospitality.  She joined us in September 2023 as Client Services Support after 4 years at a larger Norwich-based firm in a similar role, where she gained substantial knowledge in a wide variety of tasks.  Lindsey felt her skills would be put to better use in a smaller more bespoke setting that would offer the support to progress in the future.

Lindsey provides admininstration support to our Ipswich-based Wealth Managers and also contributes to our Paraplanning Team when required. Her goals are to achieve her Level 4 Diploma and progress into a wider range of duties, including paraplanning,over time.

In her free time Lindsey enjoys spending time with her young son Lucas, travelling, cooking & experiencing good food, wine and gin, gym visits, decorating & DIY at her fixer upper flat to name just a few of her interests. She often spends her weekends visiting family in North Norfolk.

Meet the Team