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 offer a full range of financial services and mortgage solutions to help guide you through your financial journey.
Speak to an expert and obtain the best mortgage rates available to you
Build your portfolio with the guidance of our financial planners
Protect your assets for those you wish to leave them to
Make the retirement you visualise your retirement reality
Helping women with everything they need for a happy, secure, financial future
As a client of Lyndhurst you can expect more than just good quality financial and mortgage advice. We will look after your financial affairs throughout your life and form a relationship which provides strength when it comes to those important life changing decisions we all have to make. We will break down the complexity of your situation into a financial plan which will help you achieve your goals.
Our financial advisers, mortgage advisers and investment team have a broad knowledge base and also specialise in areas of complexity enabling them to utilise each other’s skills and knowledge to provide you with the best possible financial advice. As a client of Lyndhurst you have the Lyndhurst Team at your disposal all aiming to help you make better financial decisions.
We feed all your investments, pensions and insurance plans into a stunning online view or iPad app so you can review their value whenever you want 24/7.
You can use it to assess them against your chosen risk profile. Revise your profile by taking an attitude to risk questionnaire in the ‘My planning’ section and share it with your adviser.
Breakdown each product in detail looking at your fund selection and asset allocation.
You’ll also have access to any documents that your financial adviser has published for you, such as your financial plan and any reports that have been created. Finally, you can use the application online to contact your adviser for more help or advice on your finances.
Keep up to date with the latest news from Lyndhurst
“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!”
“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.”
“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.”
“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.”
“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.”
“My adviser worked hard to meet tight deadlines and gave a lot of his time to work through my pension needs”
View and download our free handy guides or read our monthly newsletter