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.

We're Hiring

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.

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