Lindsey Beal

Head of Paraplanning and Client Administration

Lindsey joined the Financial Planning team at James Hambro & Partners in October 2019. Lindsey is responsible for the management of the Financial Planning operational teams and works closely with Martina Iannotti, Head of Financial Planning.

She began working in the Financial Services industry in 2007, completing work experience whilst studying at English & Film at The University of Stirling. Upon graduation in 2010, she took a full time role with a top 10 accountancy firm within their Financial Planning department.

Lindsey has held both technical and management roles throughout her career, with her most recent role being Paraplanning Manager of a national Financial Planning firm.
Outside of work, Lindsey enjoys putting her degree to good use penning short stories and articles, often whilst sampling a Californian Pinot Noir (her favourite place to visit being the vineyards of California!).

The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.

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