About Us | Feedback | Golf Day | Contact | The Team | Recruitment | i-FSG Plc

Home - About Us - Contact - The Team - Feedback - Recruitment - Affiliates
Lyndhurst Dynamic - Lyndhurst Wealth - Lyndhurst Advice - Lyndhurst Prime - Lyndhurst Money - Wealth Client Logins
Mortgage Rates - Mortgage Protection Insurance - Buildings and Contents Insurance
Life Insurance - Critical Illness - Mortgage Protection - Buildings and Contents - Private Medical Insurance - Commercial Insurance
Employee Benefits Consultancy
General Enquiry Form - Lyndhurst Money Enquiry Form
Lyndhurst Blog - Newsletter Registration

Wealth Management Services

Lyndhurst Dynamic - Lyndhurst Wealth - Lyndhurst Advice - Lyndhurst Prime - Lyndhurst Money

Wealth Management Service

Independent Financial Advice, Mortgages and Insurance Wealth Management and Asset Consolidation, Tax Planning Financial Planning, Lifetime Cash Flow Analysis, Retirement Planning and Income Management
At Lyndhurst we 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.

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 Lifetime Cash Flow Analysis

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:

Lyndhurst Dynamic, Lifetime cash flow forecast

Back to top


Lyndhurst Wealth. Wealth Management and Asset Consoldation
LYNDHURST WEALTH - Asset consolidation and portfolio management.

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:

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.

Advanced Portfolio Reporting

Back to top


Lyndhurst Advice. Independent Financial Advice, Mortgages, Insurance.
LYNDHURST ADVICE - Lyndhurst Advice has been designed for clients who need access to quality financial advice on individual elements of our service, e.g. retirement planning, mortgages, protection and investments. We will continue to offer advice on single investments, pensions, mortgages and insurances as and when you require it. If you are looking a mortgage or life assurance or buildings and contents cover you can source rates, premiums and cover online now.

Existing clients can combine this service with Lyndhurst Money for free.

Back to top


Lyndhurst Prime. Portfolio Management
LYNDHURST PRIME - A bolt on additional service which can be added to Lyndhurst Dynamic or Lyndhurst Wealth that offers enhanced fund and investment monitoring. This allows a faster response to key market charting indicators with the aim of reducing the potential downturn within your portfolio. More information about Lyndhurst Prime active fund monitoring service.

Back to top


Lyndhurst Money. Spending Analysis, Budget Control, Online Portfolio View
LYNDHURST MONEY - An online service which is available to all but probably best suits those clients who are already Lyndhurst Advice clients or new clients that do not require the sophistication of our full wealth management service but would like online access to investment valuations as well as day to day banking and credit card statements. This service allows you to securely enter your online banking and credit cards in order to analyse your spending habits and assist with budget control. More details........

Please play our video for more information about the service

If you would like to subscribe to this service please click here Lyndhurst Money Enquiry

Back to top

Note: 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

IFA, Independent Financial Adviser, IFAs, Independent IFA