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Lynda Worsley

Independent Financial Advisor

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After leaving Leeds Girls High School I completed a Diploma course in Business Studies, leading on to me eventually joining Legal and General Assurance as a sales support assistant, only moving from here when I got married and had a family.

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Flexibility was key at the time so I established my own financial advisory business along with a colleague in 1980. The business flourished, however after 6 years I was lured away by an Insurance Company and joined Aetna in 1986. Other companies followed including 10 years with Aegon Scottish Equitable as a Senior Broker Consultant. These formed the basis of my career and many happy days right up until 2004.


By this time I was ready for a change and wanted to go back to a more "hands on" involvement with clients. I joined PJG Financial Services in 2004, becoming a Director in 2006. It was important to me that my advice was of a high calibre and I therefore moved steadily through more exams moving up from Diploma status, through to Chartered Financial Planner status and on to Fellowship. 

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I joined the team at PWH in March 2014 in order to develop my own client base. I had known Jonathan and Russell for many years and after meeting the rest of the team I knew that this would be a very positive move for me - only a mile from home as well!

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In the little spare time I seem to have I still enjoy socialising with family and friends. My constant aim to ‘get fit’ so far has not been influenced by the energetic E L Watson team - but I live in hope!

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Victoria House

Bradford Road

White Cross

Guiseley

Leeds 

LS20 8NH

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01943 871638

info@watsonfp.com

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E L Watson Financial Planning Ltd is registered in England and Wales no. 05383444. Registered office: Gresham House, 5-7 St Pauls Street, Leeds, LS1 2JG +44 (0)113 297 6789

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Authorised and regulated by the Financial Conduct Authority. E L Watson Financial Planning Ltd is entered on the Financial Services Register https://register.fca.org.uk/under reference 433052

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If you wish to register a complaint, please write to us at the address above or email us at info@watsonfp.com

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A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

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