Lyndhurst Financial Management

Independent Financial Adviser  Lyndhurst Financial Management Ltd, Hitchin, Hertfordshire, SG5 2DF
First meeting at adviser's own cost
We provide the financial planning advice you want, the way you want it, helping you make better financial decisions.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 20th January 2020
Meet our advisers
Mark Ireland
Chartered Financial Planner

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

Accreditations
Chartered Financial Planner
Stephen Wilson
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner Later Life Accredited Adviser Retirement advice standard
James Wyman
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Johanna Haigh
Chartered Financial Planner

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Accreditations
Chartered Financial Planner Later Life Accredited Adviser Retirement advice standard
About us

Founded in 1992, Lyndhurst Financial Management has grown to become one of the leading independent financial planning and advisory firms in Hertfordshire.

We have developed our business with one goal in mind, to help our clients achieve their objectives by advising them across a whole range of different areas that are either immediately relevant today or will be at some point in the future.

Our team of 29 based in Harpenden and Hitchin recognise that no two clients are the same and neither are the solutions we put forward. We ensure that the very best generalist and specialist expertise is built in to all of our financial planning.

Our services

We are specialists in Retirement, Investment, and Long Term Care planning.

Our role is to understand the needs of our clients and put them back in control of their finances with greater understanding and a plan of action to work towards their individual goals.

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.

Where to find us

Lyndhurst Financial Management Ltd, 28 Bridge Street, Hertfordshire, Hitchin, SG5 2DF

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 20th January 2020

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