OUR DEDICATED LATER LIFE TEAM

Helping you make informed decisions to fund long-term care.

How Lyndhurst Can Help Financial advice can be daunting at the best of times and even more so when it comes to planning in later life. At Lyndhurst, a number of our advisers are accredited by the Society of Later Life Advisers (SOLLA), which means they have achieved the highest standard for advice in later life and can provide the practical help and guidance needed to help you make the right decisions at the right time.

Our Approach We spend time with you to discuss your requirements, so that we understand your situation in detail. We’re also very happy to collaborate with your family members if required.
When planning the best solution for you, we will consider;

  1. Type of care required, both in the immediate and longer term
  2. Your age, health and longevity
  3. Legacy wishes and estate beneficiaries

Our team will then work with you to guide and assist you in every aspect of planning for your care requirements, to find the best solution for your individual needs.

Steve Wilson
“By choosing an accredited member of the Society you can be assured of someone with the expertise to best understand your needs to provide advice that is right for you and your family.”

YOUR LATER LIFE PLANNING TEAM

Lyndhurst Heritage - HERITAGE TEAM - JOHANNA HAIGH

JOHANNA HAIGH

Chartered Financial Planner & Later Life Consultant

Later Life Team

MARK IRELAND

Chartered Financial Adviser & Later Life Consultant

Later Life Team

SUSAN LEGGOTT

Paraplanner & Later Life Consultant

Later Life Team

LINDA BURTON

Paraplanner

Later Life Team

KELSEY ROACH

Administrator