Helping you make better financial decisions
We provide the financial planning advice you want, the way you want it. In a time-poor world we are all increasingly stretched in many directions; carefully balancing business, family and social commitment. These demands can get in the way of setting time aside to consider our future objectives and what is required to ensure they are achieved.
Recognising this and helping bridge the gap between time available and knowledge of the appropriate planning options is our strength.
By focusing on your unique situation and the specific objectives you have, by embracing every aspect of financial planning, we help you make better financial decisions reflecting both the lifestyle you want to lead and the legacy you want to leave behind.
What we do for you
Since 1992 we have developed our business with one goal in mind, to profitably help our clients achieve their objectives by advising them across a whole range of different areas that are either immediately relevant today or will be at some point in the future. Our team of 20 based in Harpenden and Hitchin recognise that no two clients are the same, neither are the solutions we put forward. And we ensure that the very best generalist and specialist expertise is built in to all of them.
Meet The Team
Not every financial advisory firm is the same, we pride ourselves in being different for all the right reasons. Our experience of serving a diverse client base over many years has taught us what clients want us to do for them and how – let’s meet the team who deliver on our promises.
A guide to our services
Every client we deal with has a different set of circumstances and a different set of ambitions. Our job in the first instance is to understand these specific circumstances and ambitions and then translate them into a single strategy to meet your needs- let’s look at the services we provide.
Frequently Asked Questions
We are all different and will have different needs, however, we have used the years of experience of our financial advisers and planners to come up with some questions and answers that we hope you will find useful – let’s look at our frequently asked questions.
A particular focus on the training and recruitment of staff ensures we are a team of like-minded people who live our values on a daily basis – let’s look at the roles we are currently recruiting for.
Affiliates of Lyndhurst
We know we don’t have all the answers and so we work with other local businesses to bring our clients the very best solutions to their needs – let’s look at our affiliates.
Get In Touch
We’re always looking to see what we can further offer you – let’s look at how you can contact us for an initial no commitment meeting at a time and place to suit you. We look forward to hearing from you.