Lynsey Murray

DipPFS Cert CII (MP)

I am a qualified Financial Adviser who is passionate about helping individuals and families make confident financial decisions. I pride myself on building trusted, long-term relationships and providing clear, personalised advice to help my clients achieve their financial goals.

About

As a Financial Adviser at Regency Wealth management, I am passionate about helping individuals, families and business owners make informed financial decisions with confidence. I believe that financial planning should be straightforward, personal and tailored to each client's unique circumstances, whether they are building wealth, planning for retirement or protecting their families' future.

I take pride in building long-term relationships, based on trust, transparency and clear communication. By taking the time to understand each client's goals and aspirations, I provide personalised financial advice that supports them at every stage of life, helping them feel confident about their financial future.

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Addresses

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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.

Regency Wealth Management is a trading name of Regency Wealth Ltd. Regency Wealth Ltd is registered in England and Wales, Number 7970712. Registered Office: 17b Appleton Court, Calder Park, Wakefield, West Yorkshire, WF2 7AR.