Lindsey Docherty Financial Planner

Lindsey is an award-winning Financial Planner based in Edinburgh, helping clients navigate life’s financial decisions with confidence. Named Rising Star of the Year at the Women in Financial Advice Awards 2023, she provides tailored advice across investments, retirement and estate planning, combining professional expertise with a genuinely client-centred approach.

Experience

Lindsey has worked in financial services since 2014, building experience across financial planning, relationship management, project delivery and business operations before qualifying as a Chartered Financial Adviser. Since becoming a Financial Planner in 2023 with Forvis Mazars, she has advised individuals, families, professionals, retirees and business owners across a broad range of wealth levels and financial complexities.

Her expertise spans retirement planning, pensions, investments, protection, estate planning, cashflow modelling and later-life planning. She is passionate about helping clients make informed decisions and creating tailored strategies that evolve with their circumstances. In recognition of her contribution to the profession, Lindsey was named Rising Star of the Year at the Women in Financial Advice Awards 2023.

Alongside supporting clients across Scotland, Lindsey has delivered webinars, presented at industry conferences and collaborated with businesses and professional groups nationally. Clients value her personable approach, technical expertise and unwavering focus on achieving the best possible outcome for their individual circumstances.

Work Highlights

Lindsey's career has been defined by both professional achievement and personal resilience. Early in her financial planning career, she was named Rising Star of the Year at the Women in Financial Advice Awards 2023, recognising not only her impact on clients and colleagues, but also her efforts to encourage more women to consider careers within financial services through mentoring and advocacy.

Another defining moment was her return to work following the birth of her twin daughters and treatment for breast cancer. Navigating motherhood and a cancer diagnosis simultaneously was the most challenging period of her life, but it reinforced the importance of financial security, protection and forward planning. This experience has strengthened her empathy, resilience and commitment to helping clients prepare for life's uncertainties, ensuring they have the confidence and financial foundations to navigate unexpected challenges.