Lindsey Cross

I am an investment director working in a team that looks after assets for private individuals and trusts, as well as pension schemes and charities. Additionally, I provide discretionary fund management (DFM) for a number of financial advisers across the North West. I work closely with the financial planning team in Liverpool advising on areas including inheritance tax planning and putting in place tax-efficient structures, such as SIPPs and offshore bonds, in which their investment portfolios can be managed. I am responsible for managing client assets of approximately £120 million on a discretionary basis.