Heritage Team & Contact

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

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.

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.

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.

Name*
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Please select a date for us to call you. Callbacks are available Monday to Friday.
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Sensitive personal data and Privacy Notice
As explained in our Privacy Notice there are certain categories of personal data that are sensitive by nature. These categories include: data revealing racial or ethnic origin, political opinions, religious or philosophical beliefs, trade union membership and data concerning health. Depending on the nature of the products and services that you engage us for we may need to obtain your sensitive personal data particularly in relation to health. In the case where we need to process special category (sensitive) data as described above we require your consent by indicating your agreement to the following statement:
Please view our Privacy Notice on how we store and protect your data.
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From time to time we may wish to contact you to offer additional products or services which may be of interest to you. In order to do this we require your consent by agreeing YES in the options below:
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Heritage Team & Contact