Business Details
Your Trusted Financial Partner for Comprehensive Wealth Management
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 specialise in delivering tailored financial strategies across all stages of the financial journey. Our services are designed to provide clarity, education, and reassurance, whether clients require a comprehensive financial health check or advanced wealth management solutions. We prioritise long-term relationships, regularly reviewing financial positions, investment preferences, and goals to ensure plans remain aligned with evolving needs.Our client-centric approach combines technical expertise with a deep understanding of individual circumstances, supported by a secure online portal for seamless communication and document management. With a focus on transparency and professionalism, we collaborate with legal and tax professionals to offer holistic financial solutions. Recognised for excellence, including being highly commended as Investment Adviser of the Year 2025, we remain committed to empowering clients through informed decision-making and innovative financial planning.
Services
Financial Planning
Investment Management
Pension Advice
Estate Planning
Mortgage Solutions
Tax Efficiency Strategies
Equity Release
Retirement Planning
Wealth Protection
Intergenerational Planning
Highlights and features
- We offer 20+ years of proven expertise in financial planning and wealth management
- Our investment committee provides research-driven portfolio strategies
- We deliver bespoke estate planning solutions with tax efficiency focus
- Our secure client portal offers 24/7 access to financial documentation and tools
- We maintain transparent fee structures with no hidden charges
Associations and certifications
- Financial Conduct Authority
What people say
First class service
Excellent and easy to use App
Experienced team
Transparent and professional
Knowledgeable advice
Services
Financial Planning
Our comprehensive financial planning service helps clients navigate their financial journey from initial guidance to advanced wealth strategies. We create tailored roadmaps considering current assets, future goals, and risk profiles. Through regular reviews and adaptive strategies, we ensure clients remain on track to achieve their financial objectives while maintaining tax efficiency.
Investment Management
Our investment management service combines rigorous research with strategic asset allocation to optimise portfolio performance. The dedicated investment committee oversees risk assessment and fund selection while maintaining alignment with individual client objectives. We provide ongoing monitoring and reporting to ensure investments remain aligned with changing market conditions and personal circumstances.
Pension Advice
Specialising in pension consolidation and retirement income strategies, we help clients maximise their retirement savings. Our advisers assess existing pension arrangements, recommend tax-efficient withdrawal strategies, and implement plans to ensure sustainable income throughout retirement. We provide detailed cash flow forecasting to visualise retirement spending patterns and longevity considerations.
Estate Planning
Our estate planning service focuses on preserving wealth for future generations while minimising tax liabilities. We develop comprehensive strategies incorporating wills, trusts, and inheritance tax mitigation techniques. The team collaborates with legal professionals to ensure proper documentation and execution of estate plans that reflect clients' wishes and family circumstances.
Mortgage Solutions
Our mortgage advisory service helps clients secure competitive financing solutions tailored to their property needs. We provide expert guidance on mortgage types, interest rates, and repayment strategies. The service includes ongoing support for remortgaging opportunities and ensuring mortgage arrangements align with overall financial objectives.
People
Martin Corrie
Managing Director
With over 25 years in financial services, Martin leads strategic direction while maintaining hands-on client relationships. His expertise spans wealth management and intergenerational planning, ensuring the firm's growth aligns with client-centric values.
Scott Draycon
Senior Financial Adviser
Scott specialises in retirement planning, supporting clients with pension consolidation and income strategies. With 18 years of experience, he provides knowledgeable advice while maintaining genuine interest in clients' long-term financial strategies.
Johanna Haigh
Chartered Financial Planner
Johanna offers expert guidance on complex financial arrangements, known for her clear explanations and client-focused approach. She specialises in helping clients understand investment strategies while maintaining a pressure-free advisory environment.
Ben Brown
Head of Paraplanning
Leading the technical support team, Ben ensures accurate implementation of financial strategies. With extensive experience in paraplanning, he maintains high standards in documentation and regulatory compliance across all client portfolios.
Helen Finch
Head of Administration
Helen oversees operational efficiency and client service standards. With a career spanning financial services administration, she ensures seamless support for advisers and maintains the firm's commitment to professional and efficient service delivery.
Questions
What financial services do you specialise in?
We offer comprehensive financial advisory services including wealth management, pension planning, estate solutions, mortgage advice, and tax-efficient investment strategies tailored to individual client needs.
How do you support clients during retirement?
Our Dynamic Retirement service creates sustainable income plans using cash flow forecasting and risk-managed investment portfolios to ensure financial security throughout retirement.
What technology tools do you provide?
Our secure client portal offers 24/7 access to financial documents, portfolio reporting, and secure messaging with your adviser, along with educational resources and financial planning tools.
How are investment decisions made?
Investment strategies are developed by our dedicated investment committee, combining market research with individual risk profiling to create diversified portfolios aligned with client objectives.
What areas do you cover?
Based in Harpenden and Hitchin, we serve clients across Hertfordshire and surrounding areas, providing both in-person and remote advisory services to accommodate client preferences.
How do you charge for your services?
We maintain transparent fee structures with charges based on the complexity of services required. Initial consultations are provided at no cost to discuss your specific needs and service options.
