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“I had the annual meeting with Jerry Williamson and am happy with the general look of my portfolio.”

“My experience of Lyndhurst has been first class albeit over a very short period, i.e. less than 2 years. I assessed pension management and advisory providers to take over stewardship of the various corporate pensions I had accrued throughout my career. It came down to Lyndhurst and St James’s Place. The fees were in and around the same ballpark but it was the personal touch from James Wyman that swung it in favour of Lyndhurst. I am pleased to report that he continues to provide a very personal and patient service that is based on an intimate understanding of my finances but also of my family and our financial goals and objectives. If you are looking to entrust a firm with your pensions I would not hesitate to recommend Lyndhurst if all of their advisors are of the same calibre as James.”

“Easily contactable, everything clearly explained and an excellent and easy to use App.”

“Experienced team have been looking after my family finances in a capable way for over 20 years. Very transparent and professional service. They have advised me through various phases of my career and family milestones. They have helped us as a family become disciplined and thoughtful around financial planning, inheritance management and tax and pension.”

“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.”

“As usual, Scott was excellent. He has supported my family with his knowledgeable advice for many years, and continues to take a genuine interest in guiding our financial strategy.”

“From day one, Jo has always been honest and true. Always explains things so I understand. Never any pressure. The back room staff are also so nice, efficient and polite.”