Wealth Management Service

Our Wealth Management Service is tailored to address the size and complexity of our clients' investment portfolios. However we will not restrict the level of service you can choose by assets under management. A lifetime cash flow forecast can be just as valuable for a client with £100k of assets or £1m.
We offer 3 main services with 2 bolt on services which can enhance the level of service you currently receive;

LYNDHURST DYNAMIC - Financial planning and asset consolidation. “Our role is to identify, achieve and maintain your desired lifestyle without the fear of running out of money”.
Lyndhurst Dynamic has been designed to assist our clients in the process of determining their individual financial goals and after considering their resources, risk profile and current lifestyle, to detail a balanced and realistic plan to meet those goals.
Specifically the service provides:
- Co-ordination of your total net worth to your current and future lifestyle
- Creation of a financial plan
- Development of a lifetime cash flow forecast
- Consolidation of all your financial assets on our wealth management system and the services of Lyndhurst Wealth


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.
Specifically the service provides:
- Dedicated financial adviser
- Online portfolio reporting
- Semi-annual Portfolio Valuations
- Annual face to face meeting
- Quarterly Company Newsletter
- Market leading funds and discounted commissions
With modern products you no longer need to go to different providers for different tax wrappers and investment solutions. Wraps and Platforms now have access to many of the tax wrappers and investments you require and you can view all of your portfolio in one place. More Control, Greater Access, Enhanced Reporting, Less paperwork are just some of the feature benefits of this service.




Please play our video for more information about the service
If you would like to subscribe to this service please click here Lyndhurst Money EnquiryNote: If you wish to be contacted in regards to this service please complete the enquiry form. If you are an existing client and haven't already done so, you may wish to register for our newsletter by e-mail
Lyndhurst Financial Management Limited is Authorised and Regulated by the Financial Services Authority (www.fsa.gov.uk/register). FSA Registration No: 154621