Lyndhurst Financial Management Limited

Independent Financial Adviser  Lyndhurst House, Harpenden, Hertfordshire, AL5 2RT
First meeting at adviser's own cost
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 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
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Adam Cook DipPFS
Head of Operations

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

Jon Melvill APFS
Independent Financial Adviser

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

John Wilby BA(Hons) APFS
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
Stephen Wilson
Chartered Financial Planner
Victoria Seabrooke
Pension Specialist
Steve May
Financial Adviser

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

Scott Lawrence Draycon
Wealth and Trusts Specialist

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This examination assesses a knowledge and understanding of investment products and the risks involved.

Martin Corrie FCA DipPFS
Managing Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

At the end of this unit, candidates should be able to demonstrate an understanding of: the main legal forms of business and how they are set up and managed; the consequences of bankruptcy or insolvency; business accounts and financial controls; the taxation of each type of business entity, its owners and employees; the main legal responsibilities businesses have to employees, suppliers and customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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 an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

Alan Brown
Pensions Specialist

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

Clive Gadsden
Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of investment products and the risks involved.

What our clients say
A mind blowing experience. I doubt very much if I would have managed to achieve this very successful outcome without your knowledge and assistance. Thank you very much. (Consultant Alan Brown)
Mr Bowers, Kent
Due to my circumstance My Wilby totally acted in my best interest and shared empathy and support in a very professional and friendly manner.
Mrs Gallivan, Harpenden
Since our first meeting with Alan we have always been impressed with his helpful advice, guidance and recommendations. Despite the difficult financial times we are living through, we continue to keep our heads above water! Thank you.
Mrs Barraclough, North Yorkshire
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.

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020

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