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Wealth Management

Lyndhurst's wealth management offers a clearly defined service based on your individual circumstances. It provides tax efficient solutions and investments to help meet your long term life objectives.


Wealth Management Service

At Lyndhurst our IFA's recognise that clients have varying needs and objectives. In line with the FSA's Treating Customers Fairly initiative, we take great measures to ensure that all of our clients receive a consistent and satisfactory level of service, whatever their individual circumstances.

Lyndhurst Wealth Management Portfolio, Online Wealth Management, Standard Life Wrap, Elevate Wrap, Transact Wrap

Our Wealth Management Service is tailored to address the size and complexity of our clients' investment portfolios. Please see the links below or if you prefer print off this summary document - Lyndhurst Wealth Management

  • Understanding your individual circumstances and providing appropriate solutions

  • Clearly defined service proposition

  • Understandable investment philosophy

  • Up to date Portfolio Valuation

    • Click here to view our wealth management login screen for existing clients

    Note: If you wish to be contacted in regards to this IFA service please complete the enquiry form.

    Lyndhurst Financial Management Limited is Authorised and Regulated by the Financial Services Authority (www.fsa.gov.uk/register). FSA Registration No: 154621

    IFA, Independent Financial Adviser, IFAs, Independent IFA