Lyndhurst Financial Management Limited

Independent Financial Adviser  Lyndhurst House, Herts, AL5 2RT
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FCA authorised
Last authorised 26th July 2021
23 staff across Hertfordshire ready to help you get the right information regarding retirement advice, financial planning, mortgages and insurance.
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 & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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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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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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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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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Adam Cook DipPFS
Head of Operations
MR Jon Melvill APFS
Independent Financial Adviser
MR John Wilby BA(Hons) APFS
Chartered Financial Planner
MR Stephen Wilson
Chartered Financial Planner
MRS Victoria Seabrooke
Pension Specialist
MR Steve May
Financial Adviser
MR Scott Lawrence Draycon
Wealth and Trusts Specialist
MR Martin Corrie FCA DipPFS
Managing Director
MR Alan Brown
Pensions Specialist
MR Clive Gadsden
Financial Adviser
About us

Lyndhurst specialises in the provision of financial planning services, meeting clients needs in the important areas of pensions and benefits planning, insurance and investment, domestic and commercial financial planning. Retirement Planning Specialists.
We offer financial products from all major life insurance and pensions providers covering both onshore and offshore markets.
Our financial advisers have all taken Financial Planning Examinations and draw on a spectrum of industry experience covering Chartered Accountancy, Banking and the Financial Services Industry.

Our services

We are specialists in Retirement Planning and Investments. Clients looking to take pension benefits should consider talking to us prior to making any decision, especially in light of the recent Budget, which has huge reforms for pensions in 2015. 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.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Lyndhurst House, High Street, Harpenden, Herts, AL5 2RT

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