Lyndhurst Heritage - WEALTH & INVESTMENT

WEALTH & INVESTMENT MANAGEMENT

Helping you to preserve and enhance your wealth and pass it on to successive generations, ensuring it benefits the people you care about.

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We bring our expertise across a wide range of disciplines together to achieve your family’s financial goals.

ASSET ALLOCATION & RISK MANAGEMENT

We work with you to provide an investment solution aligned with your goals, ambitions and attitude to risk, diversified across a wide selection of different investments and asset classes.

BESPOKE CASH FLOW FORECASTING

Visualise your current and future financial position and see if your goals can be achieved and, if not, what actions you need to take to make them achievable.

SUSTAINABLE & ETHICAL INVESTING

If you’re interested in investing sustainably, we can build this into your investment strategy. Long-term transformative developments, such as technological and medical advancements, not only have positive impacts on society, they have the potential to deliver promising returns for investors as well.

DISCRETIONARY FUND MANAGEMENT

Your dedicated Investment Manager regularly examines each investment within your bespoke portfolio, testing performance, measuring potential and making informed day-to-day decisions in your best interest.

FAMILY DISCOUNTS

By amalgamating your family’s financial affairs, the younger generation can benefit from lower fees.

STAYING ON TRACK

Regular reviews are central to advising our clients, taking into account the ever-changing financial landscape, changes in legislation and changes to the family’s objectives.

Important information: Your investment may fall as well as rise and you may not get back what you put in