We offer a full range of financial products and services to help support you through your financial journey. We support those who want an uncomplicated sense check of their finances, through to managing large investment portfolios, drawing on investments in retirement and the passing of wealth to family members supported by our firm of legal experts.
Explore our broad range of financial services
There is no need for you to worry about which one is right for you at this stage, however, you may recognise your particular needs and wish to read more about how we help clients, using the buttons below.
Our Core Services
Click arrow/drag or touch/swipe to see other services
Guidance, education and reassurance for those looking to give their current plans a financial health check. An introduction to our services for high earners wanting greater understanding of their current plans or children and grandchildren who are likely to inherit in the near future.
Financial advice to support the needs of clients starting out on their financial journey. Typically, priorities at this stage are purchasing property, protecting what is important and saving on a regular basis towards future goals.
Ongoing Financial advice to focus on your goals and objectives, tax situation and accumulated plans and policies. Typically, priorities are understanding the structure, charges and underlying investment strategies of your wealth and ensuring you are on track to meet your goals.
As you look towards retirement, we help you focus on funding your leisure time as you reduce your earnings through work. Tell us how you wish to shape your retirement and spending needs beyond work, and we will illustrate a clear plan to support your changing lifestyle.
Ensuring you and your family are taken care of in later life. Typically exploring estate and inheritance tax planning, later life care plans, downsizing and equity release options to meet your needs and objectives in later life.
Our Other Services
Click arrow/drag or touch/swipe to see other services
Speak to an expert and obtain the best mortgage rates available to you
Build your portfolio with the guidance of our financial planners
Make the retirement you visualise your retirement reality
Provide a better quality of life in retirement or gift money to loved ones.
Helping the elderly with everything they need for a happy, secure, financial future
CUSTODIANS OF YOUR FAMILY’S FINANCIAL FUTURE
The underlying advice areas are not exclusive to each service level and we will always listen to you, understand your situation and recommend the most suitable outcomes for your needs, objectives and goals.
The Lyndhurst services are is designed to help you and your family achieve your financial goals. Clients enjoy the peace of mind of having all their financial affairs looked after in one place, by a dedicated team of professionals. A core part of the service is working in collaboration with other professional advisers, including solicitors and tax advisers. We can also coordinate ancillary services through our trusted affiliate partners. Find out more using the buttons below.
Click arrow/drag or touch/swipe to see other services
SUPPORTING YOU ALL THE WAY ON YOUR FINANCIAL JOURNEY
Supporting our services and advice areas we have a range of products, investment solutions and add on services which are independently sourced and suitable for the needs of our clients to support our core services above.
Click arrow/drag or touch/swipe to see other services
Our Investment Philosophy
Proven track record
Asset allocation
Fund selection
Understanding risk
Sustainable Investing
Carbon Offset
Family Wellbeing
Legal Services
Wills
Power of Attorney
Trusts
Probate
The same great advice process for women who prefer to talk to women about their finances.