Lyndhurst Financial Management Limited - Harpenden

Address: 64A High St, Harpenden AL5 2SP, United Kingdom.
Phone: 1582715777.
Website: lyndhurstfm.co.uk.
Specialties: Financial consultant.
Other points of interest: Appointment required.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

Location of Lyndhurst Financial Management Limited

1582715777

Lyndhurst Financial Management Limited is a financial consultancy firm located at Address: 64A High St, Harpenden AL5 2SP, United Kingdom. The company can be reached at Phone: 1582715777. Their website is available at Website: lyndhurstfm.co.uk.

The company specializes in providing Financial consultant services. One important aspect to note is that an Appointment required to avail their services. Lyndhurst Financial Management Limited has received positive feedback from its clients, with a Average opinion: 5/5 from 7 reviews on Google My Business.

Lyndhurst Financial Management Limited's team of experienced financial consultants are dedicated to providing clients with tailored financial advice to help them achieve their financial goals. The company's services include retirement planning, investment management, tax planning, and estate planning. They work closely with clients to understand their unique financial situations, risk tolerance, and goals, and then develop a customized plan to help them achieve those objectives.

The company's office is located in Harpenden, a picturesque town in Hertfordshire, England. The office is situated in a convenient location on the High Street, making it easily accessible for clients. The office has a professional and welcoming atmosphere, making clients feel comfortable and at ease when discussing their financial matters.

When researching Lyndhurst Financial Management Limited, it is recommended to visit their website to learn more about their services and team. The website provides detailed information about the company's services, as well as resources and tools to help individuals make informed financial decisions. Visitors can also read client testimonials and reviews to gain insight into the company's level of service and expertise.

Reviews of Lyndhurst Financial Management Limited

Lyndhurst Financial Management Limited - Harpenden

J W

5/5

I have used Lyndhurst for several years now, initially to help me to plan for my retirement, and now for more general financial advice too.
The service is excellent; it is prompt and personal, and always focused on what is best for me and my situation. I would never have been able to manage my own pension - it's a minefield - and the expertise of Lyndhurst has been a huge help. Increasingly, I am using their other services too (for tax management, inheritance and personal savings); they are my one-stop shop for financial management. A great team with a very customer-focused ethos, and they know their stuff. I know that my money is being well-looked after.
It all started with a quick phone call to them to understand their services, and now I have long-term relationship with them – in fact I think of it more as a partnership.

Nicholas Ridout

5/5

Excellent financial advisors. I was recommended Lyndhurst by an accountant friend and they did not disappoint; helping me set up financial instruments that I didn’t even know existed (and which have proven to be very profitable) and expertly steering me through the early days of my redundancy/retirement. They are very responsive to any questions and have a great knowledge of UK tax arrangements. In addition to this overall excellent advice and support is the fact that they do not “push” financial options, instead allowing the client time and space to properly consider the arrangements on offer. This “no pressure” approach is what sets Lyndhurst apart from any other financial advisors I’ve used in the past. I am extremely happy with the service I’ve received and would (and have) recommend them highly.

Ann Coleman

5/5

I was really pleased with the advice Joe gave me when I first contacted Lyndhurst and going forward feel that I will get sound advice for my circumstances at any given time in the future

Keith Hatter

5/5

Victoria is simply superb. I was always pretty sceptical about the value of an IFA based on past experience but Victoria is in another league.

She takes time to understand my specimens and goals, her attention to detail is first class, her advice and technical expertise beyond question and her responsiveness is wonderful.

Couldn’t recommend her highly enough.

Adam Rutherford

5/5

After some research and a personal recommendation, I opted for Lyndhurst to help with the transfer from legacy DB pension schemes to a more flexible Wrap SIPP. I have been very impressed throughout the process and anecdotally versus peers, the first year performance against a challenging market backdrop has been good. The guys at Lyndhurst are very accessible and quick to respond to any queries and I have just had a thorough and very helpful periodic review.

Caroline Atkins

5/5

Very friendly, personal service given. Information is clear and understandable for the lay person. Nothing is too much trouble. Thank you

Sally Tookey

5/5

Friendly and helpful, explains the complicated policies so I can understand . Good guidance for the future from Joe.