Lynn Healy

Lynn Healy

Ascot Lloyd

Minimum savings/pensions: Any amount

0118 443 0016
Based in Reading
View location

Top Rated 2025
Verified since: December, 2023

4.7 out of 5

98 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 21 March 2025

    Lynn is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lynn's status

  • 43

    Recent Client Reviews

    Verified reviews: 100%

    Lynn has received 43 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 03 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Lynn has not yet added their qualifications to their profile

  • Transparent Fees

    Lynn has provided information on their typical fees

    Lynn has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 3

    Positive First Impressions

    67% of users who are not yet clients had a positive first experience with Lynn

    67% of VouchedFor users have had a positive (4 or 5 star) first experience with Lynn (based on 3 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 21 March 2025

    Lynn is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lynn's status

  • 43

    Recent Client Reviews

    Verified reviews: 100%

    Lynn has received 43 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 03 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Lynn has not yet added their qualifications to their profile

  • Transparent Fees

    Lynn has provided information on their typical fees

    Lynn has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 3

    Positive First Impressions

    67% of users who are not yet clients had a positive first experience with Lynn

    67% of VouchedFor users have had a positive (4 or 5 star) first experience with Lynn (based on 3 first impressions)

I have been advising on investment , pensions and tax planning since 2003 and prior to qualifying as a financial adviser I worked in the legal profession as a tax and trusts manager and spent a few years with HMRC. I am happy to meet either in our office or at your home to discuss your financial needs and objectives. If i can be of assistance to you we can take it from there.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Lynn's clients

Based on responses provided by clients who have reviewed this adviser

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Adviser Disclaimer

Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.