HUGE PENSION CHANGES
If you are age 55 or over
before April 2015 you should
seek financial advice now!
If you or someone you know might be affected
we are happy to advise.
- Tax Planning
- Retirement and Pensions
- Asset Consolidation
- Online Investment Reports
- Personal Financial Advice Service
- Pension Planning
- SIPPs and Drawdown
- Personal Pensions
- Pension Consolidation & Simplification
- Cash Flow Forecasts
- Don't just tick the box
Insurance & Mortgages
- Life Insurance
- Critical Illness
- Income Protection
- Mortgage Rates Online
- Online or Personal Service
- Mortgage Protection
- Buildings and Contents
- Auto Enrolment
- Qualifying Schemes
- Scheme Setup
- HR Support and Record Keeping
- Group Personal Pensions
- Workplace Pensions and Auto Enrolment
- Will Writing
- Long Term Care
- Power of Attorney
"What we do best is help people understand their personal financial situation and implement, change and adapt their situation to get the best possible outcome."
Since our first meeting with Alan we have always been impressed with his helpful advice, guidence and recommendations. Despite the difficult financial times we are living through we continue to keep our heads above water! Thank you.(Alan Brown)
Our team of professional independent financial advisers offer a personal service underpinned by industry leading technology. Our purpose is to promote the financial well-being of our clients, their families and their businesses, through innovative use of investments, pensions and protection.
Lyndhurst Financial Management Limited offer a number of service propositions for all aspects of financial planning and independent financial advice. Please browse through the tabs above to review the levels of service and decide on the most appropriate service for your financial needs. Should you require assistance in establishing your financial requirements one of our independent financial advisers will be happy to assist you. Please complete our independent financial advice enquiry form.
Broadly we offer UK independent financial advice in the following areas;
- Pensions and Retirement Planning
- Investments including Bonds, ISA, Unit Trusts and OEICS
- Mortgages and Insurance
- Employee Benefits including Group Personal Pension Schemes
Why use Lyndhurst for Independent Financial Advice?
We have been providing independent financial advice to UK clients for nearly 20 years. The core of our business is currently focused in Hertfordshire, but our advisers are able to serve clients based further afield. Our financial advice service is adapted to provide appropriate solutions for people of all ages at every stage of their life. Our clients appreciate that we are able to help them throughout their lives and building relationships and trust is why our clients continue to pass on our details to friends and family and write testimonials. Please review our financial advice feedback
Who do we work with?
We work with over 2,000 clients across all of our financial advisers in London and Hertfordshire, through our offices in Harpenden and Mayfair. Many of these clients are wealthy families and as such suit our family office service, which offers discounts and financial advice for all family members.
We work by establishing a relationship with you from the start with a free consultation. If you or the adviser do not wish to take this further then there would be no charge for this initial meeting. Should you wish to engage in our services a client agreement letter will be issued briefly outlining your objectives and clearly outlining our services and the next steps. Once established we hope that you continue to benefit from our financial advice for many years to come. Our advisers are happy to meet at a place of your convenience but we would more than welcome you at our offices in Hertfordshire or London.
We use a number of technologies to facilitate our financial advice process, one of which is Lyndhurst My Planning which is demonstrated below.
Lyndhurst My Planning
We feed all your investments and pensions into a stunning online view or iPad app so you can review their performance whenever you want 24/7.
Note: If you haven't already done so, you may wish to register for our newsletter by e-mail
Harpenden: Lyndhurst Financial Management Limited, Lyndhurst House, High Street, Harpenden, Hertfordshire, AL5 2RT.
Freephone : 0800 435648 Fax : 01582 462111 e-mail : firstname.lastname@example.org
London: Lyndhurst Financial Management Limited, Landmark House, 17 Hanover Square, Mayfair, London. W1S 1HU
Tel : 020 3130 4788 e-mail : email@example.com