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'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.
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
Click here to view our wealth management login screen for existing clients
Wealth Management Guide for general information regarding wealth management and investments. If you wish to act on any of the information in this wealth management guide you should speak to your financial adviser first.
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
