“When I married, my husband already had a financial adviser and so I then became part of the review meetings which I found very interesting and helpful as we had to completely re-arrange our finances. More and more I realised with ever changing markets, that advice was definitely needed, whatever the type of investment and so decisions were made on well thought out information rather than one’s own gut feeling! Jo gave us background facts and figures of the current market conditions, how these could affect investments, and recommended suitable ones for our particular circumstances. I can safely say, that without an adviser I would now struggle to deal with my finances on my own.”

“My experience of Lyndhurst has been first class albeit over a very short period, i.e. less than 2 years. I assessed pension management and advisory providers to take over stewardship of the various corporate pensions I had accrued throughout my career. It came down to Lyndhurst and St James’s Place. The fees were in and around the same ballpark but it was the personal touch from James Wyman that swung it in favour of Lyndhurst. I am pleased to report that he continues to provide a very personal and patient service that is based on an intimate understanding of my finances but also of my family and our financial goals and objectives. If you are looking to entrust a firm with your pensions I would not hesitate to recommend Lyndhurst if all of their advisors are of the same calibre as James.”

“Excellent, he listened, was patient and fully understood my position. Mr Wilby acted in my best interest and showed empathy and support in a very professional and friendly manner.”

“Clive Gadsden took the time necessary to go through all the options explaining and illustrating them as he went – Brilliant service I’m very pleased.”

“I came into the office in Hitchin today to speak to Rory Albon. I was looking for advice on releasing money from my property to top up my income when I retire. The information I received was very useful and really helped me to understand procedures and what my best options were. Rory was a very pleasant young man answering my questions and giving me time to write things down. He researched a little for me and sent an email within an hour of returning home. I asked a few questions to clarify a few points and I received a reply by return. I am very pleased with the service offered today.”

“Lyndhurst have looked after my investments for many years and I’m pleased with the results. My adviser is helpful and explained services well”