Local firm joins forces with Bridge Street based financial advisers

Local firm joins forces with Bridge Street based financial advisers.

Hitchin based Financial Planner, Veryl Joe, has agreed to merge the business of Herts and Essex Financial Services Limited with Lyndhurst Financial Management Limited, effective 1st August 2023.

Pictured – Jeremy Eyre – Finance Director at Lyndhurst Financial Management Limited and Veryl Joe of Herts and Essex Financial Services Limited

Veryl, who has spent the last 2 years researching the local market to find a suitable partner commented “I am excited to be joining with Lyndhurst, whose investment research capability and client servicing technology are first class. I have taken this decision as a result of the increasing administrative demands of running a regulated financial services business and by joining Lyndhurst more of our time will be freed up to spend with our clients”.

Adam Cook, Operations Director of Lyndhurst said “We are delighted Veryl and his team have joined the Lyndhurst family. Veryl shares in our values and will be an ideal fit to help accelerate our business expansion in Hitchin, helping more clients to plan, invest and protect their financial well-being.”

Lyndhurst was founded in 1992 in Harpenden and has had a presence in Hitchin since 2015. The Hitchin office now has 5 financial planners and 7 support staff. In total across the business as a whole, they have a strong management team and a complement of 40 staff, including 16 financial planners and 2 mortgage specialists.

Lyndhurst is a modern, independent financial planning firm with a range of services and solutions to suit clients of all generations and levels of wealth. Loyalty is one of their values and it has enabled them to support their clients through many of the challenges faced throughout their lifetime.

Lyndhurst specialises in helping clients prepare for retirement and understand their retirement options and is also increasingly focused on supporting families to effectively manage the passing of wealth to their children or grandchildren.

In the current climate, their expert mortgage team are busy helping clients to understand the impact of the recent interest rate rises and the best options when purchasing or remortgaging their properties.