Lyndhurst Heritage - HERITAGE TEAM & CONTACT

HERITAGE TEAM & CONTACT

Working in collaboration for your family’s financial future

Working in collaboration for your family’s financial future

As a Lyndhurst Heritage client, you will have the support and expertise of a Senior Independent Financial Consultant, as well as an experienced Assistant who will liaise with the required specialists, to ensure your plan is implemented and reviewed effectively.

You may have long-standing relationships with other advisers, such as your family’s lawyers, trustees and other advisers. We understand the importance of maintaining those connections and we’re very happy to collaborate with your existing advisers as required.

YOUR TEAM

Lyndhurst Heritage - HERITAGE TEAM - SCOTT DRAYCON

SCOTT DRAYCON

Senior Consultant

Wealth & Trust Specialist

Scott acts for a number of family trusts and high net worth individuals and is the Senior Consultant for the Lyndhurst Heritage Family Office Service.

Lyndhurst Heritage - HERITAGE TEAM - CLODAGH GAVIN

CLODAGH GAVIN

Paraplanner & Family Office Assistant

Clodagh recently worked as a Paraplanner in the Todd Family Office and is currently working towards her Diploma in Regulated Financial Planning.

Lyndhurst Heritage - HERITAGE TEAM - JOHANNA HAIGH

JOHANNA HAIGH

Later Life Planning Specialist

Jo is an accredited Later Life Adviser and a member of SOLLA, achieving the highest standard for advice in the Later Life Market.

Lyndhurst Heritage - HERITAGE TEAM - JOE PRITCHARD

JOE PRITCHARD

Pensions Technician

Joe is fully qualified to give advice on all areas of pension planning and retirement options including both Defined Benefit/Final Salary and Defined Contribution pension plans.

CONTACT US

If you would like to find out how our experience can benefit you or your business, please contact us. We would be delighted to hear from you. Submit your enquiry using the form below, and we will get back to you as soon as we can.