Meet the team
Although incorporated in 2009, the origins of Lindley Financial Management go much further back with the senior management team having worked together for almost three decades. Our business is based upon us developing successful, long-term relationships with our clients. We aim to become a trusted adviser on all financial matters no matter how circumstances change. Key to this mission is our dedication to constantly understand our clients’ needs.
We remain staunchly independent, which is vital to the integrity and quality of our services. This means we are exclusively client advisers, not product providers. When our advice does involve the use of products or structures, we only recommend and utilise those that have been thoroughly researched from the whole of the market and passed our rigorous selection procedures.
Colin Eyre
ASSOCIATE DIRECTOR
Colin has worked in financial services all his working life having gained Associateship of the Chartered Insurance Institute, Diploma of the Personal Finance Society and the Investment Management Certificate of CFA Society of the UK.
He ran his own IFA practice until 2014 specialising in tax-planning and investments including managing a number of multi-manager funds and in-house discretionary portfolios. During the latter part of this he chaired the Investment Committee for an association of 5 IFA firms monitoring performance and risk of appointed fund managers to the association’s Distributor Influenced OEIC. At that time he established Professional Fund Maintenance Ltd to offer a similar service to other IFA firms.
Colin now provides a comprehensive quarterly reporting service to Lindley on all aspects of performance, investment risk management and due diligence for both the underlying managers and the platforms we use.
Mark Learmont
Senior Consultant
Having completed an eight year short service commission in the army, Mark joined financial services working initially for a national financial advisory firm working out of their Leeds office. Mark worked his way up to a Director position, training and leading a team of less experienced financial planners.
Eight and a half years later, Mark joined a major independent firm in Bradford as a Partner. This allowed him to concentrate on other aspects of the business and adopting a more client focused role. He was instrumental in the IF Alliance and remained a Board Member until he left the company. He was largely responsible for the introduction of a series of OEIC Funds owned by the alliance, which at its height had over £150,000,000 invested across them.
Wanting true independence and a voice to be heard in regulatory scandals, Mark formed his own company Lindley Financial Management Limited. For the past ten years he has combined this with his other passion, which is ensuring a fairer regulatory framework, which has involved many meetings in Parliament and all over the country. One of his greatest achievements was making the FCA order Capita to pay back in excess of £80,000,000 to investors in a white collar fraud.
What our clients say about us
I trust my doctor with my health, I trust very few friends with a book; I trust Mark Learmont with my wealth.
David Pearson – FCIB Chartered Banker
Jeff Lee
Chartered Financial Planner
Jeff has worked in financial services for over 40 Years, the majority of which was spent with blue chip organisations such as Canada Life and Scottish Widows, for whom he ran the Leeds and London branches, as well as opening their first international office in Dubai.
He is a Chartered Financial Planner, holds the Diploma in regulated financial planning and is a fellow of the Personal Finance Society. He has also gained the Investment Management Certificate of the CFA Society UK.
Having retired in November 2021, he was persuaded to join Lindley Financial Management in July of 2022 and now looks after the financial well being of a portfolio of around 80 clients.
Reuben Pike
Trainee Adviser
After graduating with a first-class honours degree in Law from Lancaster University, Reuben joined a FTSE 100 wealth company for a short period of time. Seeking a firm with more of a family-feel, Reuben joined Lindley Financial Management at the beginning of 2023, building on his knowledge within the wealth management sector.
Reuben is a Trainee Adviser working alongside Mark Learmont and Jeff Lee. He is on hand to help out with any queries you may have on your financial affairs.
