Do you charge for an initial meeting?
Our initial meeting is at our cost and therefore is free to you. In this meeting you can expect for us to understand the nature of your enquiry and to detail a schedule of events and the likely costs to take your enquiry further.
Are you able to provide advice on company pension schemes?
We have a number of pension specialists who are qualified to provide advice in this area which has more stringent regulation than general financial advice.
Do you work on an hourly fee basis?
We work with clients on an hourly basis where required. A typical example of this may be where a specific piece of advice or planning is required without the requirement for ongoing management services.
Can an adviser meet me at my home or office?
In certain circumstances this is possible, although we generally encourage clients to visit our offices for meetings, as we have greater access to resources and you are able to meet the rest of the team supporting your financial adviser.
Can you review my pensions?
Yes. We have qualified advisers to review pensions and will discuss your objectives with you in full before making any recommendations. Many pensions remain in default funds or inappropriate funds for your changing circumstances. We will consider your appetite for investment risk and recommend changes which suit your current circumstances and objectives.
I’m not sure if I need to take financial advice, what do you do?
We help you plan for the future by advising on savings and investments that meet your individual needs and tax situation. Each year we review the plan and along with you make any adjustments to keep you on track to meet your goals.
Do you only recommend products from one particular provider?
No, at Lyndhurst we provide independent advice to suit your needs. While many of our clients have similar needs to you and consequently will receive a similar service, each of our recommendations are specific to your particular situation.
How much does your advice cost?
This will depend on how complex your personal situation is, however, before undertaking any work we will let you know exactly how much our advice will cost.