Lyndhurst Wealth has been designed to allow clients to simplify their financial affairs, consolidating their assets in one place in appropriate tax wrappers, whilst maintaining fund and investment choice. Our team of financial advisers will help you to understand the structure and taxation of your investments and ensure they are aligned to your needs and objectives.
Typically a Lyndhurst Wealth client will have between £150,000 and £2m of investible assets and be 10 years from retirement. We assist clients in gathering information about their exiting financial plan, providing detailed analysis around the costs of running those plans and comparisons to potentially more suitable products. Investment recommendations benefit from the research conducted by our investment committee and we monitor your holdings and provide ongoing recommendations to help you stay on track.