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In work
Lindsay has been with Cheltenham IFA since June 2019. Initially, she was a client relationship manager, then after a brief hiatus to have her little boy, Lindsay took on the new role of operations manager as the team has grown.
It’s Lindsay’s job to ensure the business runs smoothly and to see to it that our customers experience the best possible service. Lindsay is also responsible for ensuring that our client services team has everything they need to do a great job.
On top of this, Lindsay supports our advisers and oversees our compliance processes.
Outside of work
In between working full-time and looking after her little boy, spare time is a little scarce for Lindsay! But when she does get some time, she spends it seeing friends and family, or on day trips with her fiancé and their toddler.
When Lindsay gets some “me time”, it’s normally spent walking her Beagle, Sam, or curled up with a good book.
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