Lyndhurst Financial Management

At Lyndhurst Financial Management you receive more than just good quality financial and mortgage advice.

We help our clients fully understand their current financial position, so they know the where they are and the direction they are heading.

Then we create a plan that takes into their desires for the future, e.g. planning for retirement, saving for a future event, repaying that mortgage more quickly, funding care costs or reducing the effect of Inheritance Tax upon their estate, often using cash flow modelling to illustrate how the future could be better with our help.

We strongly believe that our clients make better financial decisions when they are fully informed of the strengths and weaknesses in their current position and understand the options open to them.

With hugely experienced Chartered Financial Advisers based locally out of our Bridge Street office we warmly welcome you to a Free Initial Consultation where we can discuss your needs and start to give you a feel for what options you might have.

We specialise in all aspects of financial advice including:

Retirement Planning

Insurance based Protection

Long Term Care Planning

Employee Benefits and Corporate Services

Whatever your needs we're sure we can help!

Authorised & Regulated by the Financial Conduct Authority.

The value of an investment and the income from it could go down as well as up.

You may get back less than you originally invested.

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

Equity release is a lifetime mortgage. To understand the features and risks, please ask us for an illustration.

The Financial Conduct Authority does not regulate Inheritance Tax Planning and Cashflow modelling.