Lyndsay Wolfe

BA (Hons), CeMAP, Chartered MCSI

Having worked in this industry for over 20 years, I’ve seen the good, the bad and the ugly when it comes to financial advice, and I want to make sure my clients only now see the good. Gaining access to financial advice shouldn’t be scary or daunting and whilst many of us want to bury our heads in the sand, I like to help my clients dig themselves out.

Testimonials

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In the last 5 years my financial circumstances have changed as a result of a new career path and I recognised the need to think more carefully about my personal finances and my investment portfolio. I started simple and low risk and with Lyndsay's help I have a more commercial understanding of ho...

Wendy Shepherd| Company Director, London
The writing of a will involves the referral to a service that is separate and distinct to those offered by St. James Place. Wills are not regulated by St James's Place.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Wolfe Wealth and Financial Planning Ltd is registered in England and Wales, Number 2826516. Registered Office: 4th Floor Tuition House, 27-37 St George's Road, Wimbledon, London, SW19 4EU.