Explore our broad range of financial services

We offer a full range of financial products and services to help support you through your financial journey. We support those who want an uncomplicated sense check of their finances, through to managing large investment portfolios, drawing on investments in retirement and the passing of wealth to family members supported by our firm of legal experts.

Get in touch and we will help you choose the most appropriate service level following an initial consultation at our cost.

There is no need for you to worry about which one is right for you at this stage, however, you may recognise your particular needs and wish to read more about how we help clients, using the buttons below.

Our Core Services

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Our Other Services

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CUSTODIANS OF YOUR FAMILY’S FINANCIAL FUTURE

The underlying advice areas are not exclusive to each service level and we will always listen to you, understand your situation and recommend the most suitable outcomes for your needs, objectives and goals.

The Lyndhurst services are is designed to help you and your family achieve your financial goals. Clients enjoy the peace of mind of having all their financial affairs looked after in one place, by a dedicated team of professionals. A core part of the service is working in collaboration with other professional advisers, including solicitors and tax advisers. We can also coordinate ancillary services through our trusted affiliate partners. Find out more using the buttons below.

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SUPPORTING YOU ALL THE WAY ON YOUR FINANCIAL JOURNEY

Supporting our services and advice areas we have a range of products, investment solutions and add on services which are independently sourced and suitable for the needs of our clients to support our core services above.

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