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. Our approach centres on active listening and understanding the unique needs of individuals and families, enabling us to deliver tailored financial strategies. We prioritise long-term relationships, conducting regular reviews of clients' financial positions, investment preferences, and evolving goals to ensure plans remain aligned with their objectives. Our team of experienced professionals combines technical expertise with a commitment to transparency, offering guidance across wealth management, retirement planning, and estate solutions.We maintain strong partnerships with legal and tax professionals to provide holistic advice, ensuring comprehensive support for our clients' financial journeys. Recognised for excellence, including being highly commended as Investment Adviser of the Year 2025, we continue to uphold our reputation as trusted custodians of family financial futures.
Services
Financial Advice
Wealth Management
Retirement Planning
Estate Planning
Mortgage Advice
Pension Planning
Investment Solutions
Equity Release
Long Term Care
Sustainable Investing
Highlights and features
- Experienced team with over 20 years of dedicated financial planning expertise
- Personalised financial strategies tailored to individual client circumstances
- Transparent fee structures and no hidden charges
- Award-winning advisory service with proven investment performance
- Integrated approach working alongside legal and tax professionals
Associations and certifications
- Financial Conduct Authority
What people say
First class experience
Excellent service
Transparent and professional
Genuine interest in guidance
Charismatic and knowledgeable
Services
Financial Advice
Our financial advice service provides comprehensive guidance for clients at all stages of their financial journey. We assess individual circumstances to create tailored strategies covering investment management, tax efficiency, and protection planning. With dedicated advisers and ongoing support, we help clients achieve their financial goals through regular reviews and adaptive strategies.
Wealth Management
Wealth management solutions focus on consolidating and optimising investible assets between 150,000 and 2m. Our team conducts detailed analysis of existing financial plans, offering expert recommendations on tax-efficient structures and investment choices. Clients benefit from annual reviews, portfolio reporting, and access to our investment committee's research expertise.
Retirement Planning
Retirement planning services help clients transition from wealth accumulation to sustainable income withdrawal. We create lifetime cash flow forecasts and develop strategies to mitigate investment risks during retirement. Our advisers use visual tools to illustrate financial scenarios, ensuring clients maintain their desired lifestyle without depleting capital prematurely.
Estate Planning
Estate planning services focus on preserving wealth for future generations while minimising inheritance tax liabilities. We coordinate with legal professionals to implement wills, trusts, and power of attorney arrangements. Our holistic approach ensures seamless transfer of assets while addressing long-term care requirements and family legacy objectives.
Investment Solutions
Our investment solutions combine proven track records with strategic asset allocation. The investment committee selects funds based on rigorous research, considering individual risk profiles and financial goals. Clients receive regular portfolio updates and benefit from tax-efficient investment wrappers and sustainable investing options through our comprehensive management service.
People
Martin Corrie
Managing Director
Martin leads our executive team with extensive experience in financial strategy and client relations. He oversees business operations and maintains our commitment to exceptional client service.
Scott Draycon
Senior Financial Adviser
Scott provides expert financial guidance to clients, supporting families with strategic planning for over 18 years. His knowledge spans investment management and retirement planning.
Johanna Haigh
Chartered Financial Planner
Johanna offers clear, jargon-free financial advice, helping clients understand complex investment concepts. Her approach prioritises long-term client relationships and financial security.
Lee Garner
Chartered Financial Planner
Lee has managed family finances for over 20 years, specialising in disciplined financial planning and tax-efficient wealth preservation strategies for clients.
Mark Ireland
Chartered Financial Adviser
Mark specialises in pension and investment advice, delivering consistent growth for clients over 18 years. His expertise includes navigating complex retirement income strategies.
Questions
What financial services do you specialise in?
We specialise in wealth management, retirement planning, estate solutions, mortgage advice, pension planning, and sustainable investment strategies tailored to individual client needs.
How do you tailor financial advice to individual clients?
We conduct comprehensive assessments of your financial situation, goals, and risk profile to create customised strategies that evolve with your changing circumstances.
What areas do you cover?
We operate from offices in Harpenden and Hitchin, serving clients throughout Hertfordshire and surrounding regions with both in-person and virtual consultations.
How are investment decisions made?
Our investment committee conducts rigorous research to select appropriate funds, considering your risk tolerance and financial objectives while maintaining regular portfolio reviews.
What makes your firm different from other advisers?
Our combination of technical expertise, transparent fee structures, and long-term client relationships sets us apart, supported by our 2025 Investment Adviser of the Year recognition.
How can I access my account information?
Our secure client portal provides 24/7 access to financial documents, portfolio reports, and secure messaging with your dedicated adviser and support team.
Reviews (7)
David Cockburn
Nov 19, 2021
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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
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"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.".
Bernie Raffe
Oct 17, 2021
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I have been with Lyndhurst for over 30 years. Always had good advice and my investments and pension have performed really well. Thanks
Can Villages
Aug 16, 2021
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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
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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.
Zoe Antoniou
May 20, 2021
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Lyndhurst have been advising me on all my financial matters over many years, from mortgages and pensions to life insurance policies. They have always been incredibly supportive and friendly, and go over and beyond their duty in helping me. I always feel safe in their professional hands.
Christopher Bladd
Mar 16, 2021
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Very happy with the service provided by Lyndhurst Financial Management which I have dealt with for many years. My advisor Alan Brown has provided excellent service with prompt and comprehensive advice when ever required. Excellent and friendly Company to work with
