Lyndhurst Advice has been designed for clients who require specific regulated product advice in areas such as Mortgages, Protection, Pensions, Savings and Investments. It typically suits people with less than £150,000 of investible assets who would like advice and support to buy their first home, protect their family in the event of death or illness and start saving for their future goals.
- Mortgage services
- Recommendations on your protection needs
- A review of existing investment products
- Advice on Tax efficiency
- Our Lyndhurst Client Portal for secure communication with your adviser and service support team
- Bi-monthly company newsletter and product guides