Lindsey Marchant joined the Worldwide Financial Planning team and is the Administration Assistant  in our Southampton office working alongside our Southampton based IFAs.

Lindsey is originally from the North – born in Liverpool and lived in Chester but moved to Southampton in her early 20s where she has lived and worked ever since.

Linsey brings to Worldwide a wealth of experience having worked for 30 years in pension administration, training and mentoring team members. 

During her professional career she has delivered technical workshops, peer review calculations and documentation for all types of retirement movements and has a superb skill in meeting client expectations and deadlines. 

She has worked as a customer service technician, a lean analyst and regulatory reporting technician and has a wealth of training and education in such things as regulatory training CBTs. In these roles, Lindsey has implemented her training as a lean analyst to focus her knowledge and understanding to applying lean processes and techniques. Her experience is vast too in obtaining, cleansing and submitting regulatory reports to governing bodies namely FCA, The Pensions Regulator and HMRC.

Lindsey is a brilliant person to have on our team.