Lyndhurst Financial Management

Business Details

Your Trusted Financial Advisers in Harpenden & Hitchin

Lyndhurst Financial Management has been dedicated to enhancing the financial well-being of clients and future generations since its inception. As independent financial advisers based in Harpenden and Hitchin, we prioritise understanding our clients' unique needs and long-term objectives. Our team delivers tailored financial strategies, including wealth management, retirement planning, and estate solutions, supported by a client-centric approach. We utilise advanced tools like our secure client portal to provide transparency and accessibility, ensuring clients maintain full oversight of their financial plans.

Collaborating with legal and tax professionals, we offer comprehensive advice aligned with individual circumstances. With decades of combined experience, our advisers are committed to building lasting relationships grounded in trust, expertise, and ethical standards. Regular reviews and adaptive strategies ensure clients remain on track to meet evolving financial goals. Recognised for excellence, including accolades like 'Investment Adviser of the Year 2025', we continue to uphold our reputation as a trusted partner in financial planning.

Services

Financial Advice Wealth Management Retirement Planning Estate Planning Mortgage Advice Investment Solutions Later Life Planning Protection Services Sustainable Investing Intergenerational Planning

Highlights and features

We offer over 20 years of experience in comprehensive financial planning.
Our team provides a secure client portal for transparent portfolio management.
We collaborate with legal and tax professionals for holistic financial solutions.
Our advisers hold Chartered Financial Planner qualifications, ensuring expertise.
We guarantee a personalised approach with no generic financial products.

Associations and certifications

Financial Conduct Authority

What people say

Experienced team Transparent service Personalised approach Secure client portal Long-term planning

Website

Update Listing

Services

Financial Advice

Lyndhurst's financial advice service offers tailored guidance for clients at all life stages. We assess individual circumstances to create strategies for property purchases, protection, savings, and tax efficiency. Our advisers provide regulated product recommendations, ensuring alignment with clients' financial goals while maintaining transparency and ethical standards.

Wealth Management

Our wealth management service caters to clients with investible assets between 150,000 and 2 million. We consolidate financial holdings into tax-efficient structures, conduct detailed cost analyses, and provide ongoing portfolio monitoring. The service includes annual reviews, tax efficiency advice, and access to research from our investment committee for optimal wealth preservation.

Retirement Planning

Lyndhurst's retirement planning focuses on sustainable income strategies for clients nearing or in retirement. We develop cash flow forecasts, coordinate estate planning, and structure investment portfolios to mitigate longevity risks. The service includes mortgage advice, protection strategies, and tools to visualise retirement spending patterns.

Estate Planning

Our estate planning service addresses inheritance tax mitigation, will creation, and trust administration. We collaborate with legal professionals to ensure proper documentation, including lasting powers of attorney and probate arrangements. The service helps clients preserve wealth for beneficiaries while complying with tax regulations and family needs.

Mortgage Advice

Lyndhurst's mortgage advice service connects clients with competitive mortgage rates and tailored financing solutions. Our experts analyse individual circumstances to recommend residential or buy-to-let mortgages, considering tax efficiency and long-term financial goals while ensuring alignment with broader wealth management strategies.

People

Martin Corrie

Managing Director

Martin Corrie leads Lyndhurst's strategic direction with extensive financial services experience. He oversees client relationships and business development while maintaining a focus on delivering exceptional advisory services across all financial planning areas.

Scott Draycon

Senior Financial Adviser

Scott Draycon provides expert financial advice to clients, specialising in retirement planning and investment strategies. With years of experience, he helps families navigate complex financial decisions while maintaining a client-focused approach to long-term wealth management.

Johanna Haigh

Chartered Financial Planner

Johanna Haigh offers comprehensive financial planning services, known for her clear communication and client-centric approach. She specialises in helping clients understand complex financial products while ensuring transparent, pressure-free advisory services tailored to individual needs.

Geoff Newman

Development Director

Geoff Newman drives Lyndhurst's growth initiatives while maintaining a focus on client satisfaction. His role involves expanding service offerings and ensuring the firm continues to meet evolving client needs through innovative financial solutions and professional development.

Jeremy Eyre

Finance Director

Jeremy Eyre oversees Lyndhurst's financial operations, ensuring fiscal responsibility and sustainable business practices. He plays a key role in maintaining the firm's financial health while supporting the advisory team with resources for client-focused financial planning.

Questions

What financial services does Lyndhurst offer?

Lyndhurst provides financial advice, wealth management, retirement planning, estate planning, mortgage advice, and sustainable investment solutions tailored to individual client needs.

How does Lyndhurst's client portal work?

The secure client portal allows users to view financial documents, communicate with advisers, access portfolio reports, and receive bi-monthly newsletters and product guides.

What is Lyndhurst's approach to retirement planning?

We create custom retirement plans using cash flow forecasting, tax-efficient strategies, and risk-mitigated investment portfolios to ensure financial security during retirement.

How does Lyndhurst handle estate planning?

Our estate planning services include wills, lasting powers of attorney, trust administration, and inheritance tax strategies, coordinated with legal professionals for comprehensive solutions.

What qualifications do Lyndhurst's advisers hold?

Our team includes Chartered Financial Planners and advisers with decades of combined experience, regulated by the Financial Conduct Authority for professional standards.

Does Lyndhurst offer sustainable investment options?

Yes, we provide sustainable investment solutions focusing on environmental impact, carbon offset initiatives, and family wellbeing through our 'Sustainable Future' service.

Reviews (5)

Write a Review

David Cockburn

Nov 19, 2021 Report

We have found Lyndurst to be excellent financial advisors. They are not only technically excellent but they are also full of common sense. They tailor their solutions to your approach to risk and your desired lifestyle. They are as good at listening as advising and have an eye for detail when it comes to implementation. I couldn't recommend them more.

Russell Joynson

Nov 15, 2021 Report

"I have dealt with Lyndhurst for over 10 years and have been very impressed with the service provided. Even when my company switched provider to Hargreaves Lansdown I stuck with Lyndhurst and have no regrets whatsoever in doing so. I have received exemplary service from Clive Gadsden who is always accessible and very responsive to my needs (in a very timely manner). I would add that having spent a lifetime in financial services I have had experience of many financial advisors and in my opinion they are at the top of their profession.".

Paul Wilson

Sep 03, 2021 Report

Positive:Professionalism
Expert holistic advice and guidance. Look no where else, very trustworthy.

Can Villages

Aug 16, 2021 Report

We decided we needed independent advice financial advice after poor experiences investing through our bank's tied products. Our adviser has given much assistance both about investments,pensions and inheritance tax. He has also prompted us to update our will and ensure we have lasting power of attorney in place. We have the security of knowledgeable and independent financial guidance

Fiona McCarthy

May 27, 2021 Report

Positive:Professionalism
Steve May was incredibly helpful sorting out all of my parents investments over the years. He was outstanding after my Dad passed away, giving me all the information I needed to finalise his affairs. He made it all so simple.