If you are thinking of talking to an adviser for the first time or switching to a new adviser then our free to download guide may help you choose the right adviser to work with.
We listen and understand the needs of our clients and their families, detailing appropriate recommendations and implementing strategies to meet their objectives. We regularly review their financial position, investment preferences, goals and needs over the long term to help keep their plans on track.
We have a suite of services which help identify where you are on your financial journey and deliver the tools and functionality you require to engage efficiently with your adviser and maximise the value of our advice. These services link to different product and investment solutions which are designed to deliver suitable outcomes at different stages of your financial journey.
Guidance, education and reassurance for those looking to give their current plans a financial health check. An introduction to our services for high earners wanting greater understanding of their current plans or children and grandchildren who are likely to inherit in the near future.
Financial advice to support the needs of clients starting out on their financial journey. Typically, priorities at this stage are purchasing property, protecting what is important and saving on a regular basis towards future goals.
Ongoing Financial advice to focus on your goals and objectives, tax situation and accumulated plans and policies. Typically, priorities are understanding the structure, charges and underlying investment strategies of your wealth and ensuring you are on track to meet your goals.
As you look towards retirement, we help you focus on funding your leisure time as you reduce your earnings through work. Tell us how you wish to shape your retirement and spending needs beyond work, and we will illustrate a clear plan to support your changing lifestyle.
Ensuring you and your family are taken care of in later life. Typically exploring estate and inheritance tax planning, later life care plans, downsizing and equity release options to meet your needs and objectives in later life.
As a client of Lyndhurst you will have access to our Lyndhurst Client Portal offering a clear, uncomplicated view of your finances in one place via a secure website or App. You can view and approve our advice through the secure messaging function and build a picture of your total wealth with all associated paperwork stored digitally alongside for your convenience.
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“Clive Gadsden took the time necessary to go through all the options explaining and illustrating them as he went – Brilliant service I’m very pleased.”
“A big thank you to Jo Haigh at Lyndhurst for sorting out my retirement planning. Jo delivered a first class professional service conducted in a timely manner. I would have no hesitation in recommending her to family and friends.”
“Excellent, he listened, was patient and fully understood my position. Mr Wilby acted in my best interest and showed empathy and support in a very professional and friendly manner.”
“Mark has looked after my pensions and investment advice for 18 years. It is something to be said that over 18 years (and notwithstanding that I have been drawing a material pension for the last 10 years or so) my pension fund has grown by substantially in excess of 10%. That is really quite remarkable.
Mark has given clear, well considered professional advice. Quite a few financial advice companies have tried to entice me away from Mark. Fat chance. I do not know anyone who could understand my financial affairs and needs more than Mark. Really first class guidance and a really charming man to boot!”
“Mr Draycon has been extremely efficient and knowledgeable and I have recommended him to many friends. I feel my financial interests are safe in the knowledge that Mr Draycon is handling matters on my and my family’s behalf.”
“My adviser worked hard to meet tight deadlines and gave a lot of his time to work through my pension needs”
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