Business Details
Your Trusted Financial Partner in Harpenden
Lyndhurst Financial Management is an independent financial advisory firm dedicated to enhancing the financial well-being of clients across generations. With a client-centric approach, we provide tailored advice spanning wealth management, retirement planning, estate strategies, and sustainable investing. Our team combines technical expertise with personalized service, ensuring clients receive clear, actionable guidance aligned with their unique goals. We prioritise transparency, maintaining long-term relationships through regular reviews and adaptive strategies. Our proprietary client portal offers secure access to financial documentation and portfolio insights, fostering informed decision-making.Recognised for excellence, we were highly commended as Investment Adviser of the Year 2025. Operating from Harpenden and Hitchin, we serve clients nationally with a commitment to ethical standards and professional integrity. Our multidisciplinary team collaborates with legal and tax experts to deliver holistic solutions. With decades of collective experience, we specialise in intergenerational planning and complex financial scenarios. Client testimonials highlight our responsiveness, technical proficiency, and the enduring value of our advice. As regulated advisors, we adhere to rigorous compliance frameworks, ensuring client trust and regulatory excellence.
Services
Financial Planning
Investment Advice
Retirement Strategies
Estate Management
Mortgage Solutions
Pension Management
Insurance Planning
Equity Release
Sustainable Investing
Long Term Care Planning
Highlights and features
- We offer 25+ years of combined experience in financial advisory services
- Our client portal provides secure, real-time access to financial documentation
- We maintain transparent fee structures with no hidden charges
- Our team includes Chartered Financial Planners and industry-recognised specialists
- We implement a holistic approach to intergenerational wealth planning
Associations and certifications
- Financial Conduct Authority
What people say
Personal touch
Excellent app
Transparent service
Professional guidance
Long-term growth
Services
Financial Planning
Our financial planning service creates comprehensive roadmaps for clients' financial futures. We analyse current assets, liabilities, and goals to develop tailored strategies that address tax efficiency, risk management, and wealth accumulation. Through regular reviews and adaptive planning, we ensure clients remain on track to meet both short-term objectives and long-term aspirations, with particular expertise in intergenerational wealth transfer and retirement income planning.
Investment Advice
We provide expert investment guidance aligned with individual risk profiles and financial goals. Our investment committee conducts rigorous fund analysis to recommend diversified portfolios that balance growth potential with capital preservation. Clients benefit from ongoing monitoring, performance reporting, and strategic rebalancing to navigate changing market conditions while maintaining alignment with their financial objectives and life stages.
Retirement Planning
Our retirement planning service ensures clients can transition to retirement with confidence. We assess pension provisions, income requirements, and tax implications to create sustainable withdrawal strategies. Using advanced cash flow modelling, we help clients visualise their retirement lifestyle while mitigating longevity risks and optimising state pension entitlements through comprehensive pre-retirement and post-retirement planning frameworks.
Estate Management
We specialise in comprehensive estate planning solutions that protect assets and facilitate smooth wealth transfer. Our services include inheritance tax mitigation strategies, trust administration, and coordination with legal professionals to implement wills and lasting powers of attorney. We help clients preserve family wealth across generations while complying with evolving tax regulations and personal legacy objectives.
Mortgage Solutions
Our mortgage advisory service helps clients secure optimal property financing arrangements. We provide expert guidance on residential and buy-to-let mortgages, remortgaging opportunities, and tax-efficient property investment strategies. By accessing exclusive market rates and conducting detailed affordability assessments, we ensure clients obtain mortgage solutions that align with their broader financial plans and wealth creation goals.
People
Martin Corrie
Managing Director
With over 25 years in financial services, Martin leads our strategic direction and maintains key client relationships. His expertise spans corporate finance and investment management, ensuring our clients receive board-level insight.
Johanna Haigh
Chartered Financial Planner
Johanna specialises in complex financial planning, combining technical excellence with empathetic client service. Her focus on women's financial independence has made her a trusted advisor for family wealth management across multiple generations.
Mark Ireland
Chartered Financial Adviser
With 18 years of client service, Mark delivers exceptional pension and investment advice. His clients highlight his ability to grow portfolios significantly while maintaining clear communication about market fluctuations and strategic adjustments.
Clive Gadsden
Senior Financial Adviser
Clive provides expert guidance on retirement income strategies, known for his patient approach to explaining complex financial concepts. His clients appreciate the thoroughness of his option analysis and scenario planning.
Ben Brown
Head of Paraplanning
Ben leads our technical support team, ensuring accurate implementation of financial strategies. His expertise in regulatory compliance and investment research underpins the quality of advice delivered across all client portfolios.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, estate management, investment advice, mortgage solutions, and sustainable wealth creation tailored to individual circumstances.
How do you charge for your services?
Our fees are transparent and agreed upfront, covering initial consultations, ongoing advice, and implementation. We provide detailed cost breakdowns before commencing any work.
Can I access my financial information online?
Yes, our secure client portal provides 24/7 access to financial documents, portfolio reports, and secure messaging with your advisory team.
How do you stay updated with financial regulations?
As FCA-authorised advisors, we maintain continuous professional development and have dedicated compliance officers monitoring regulatory changes affecting client advice.
What makes your retirement planning different?
Our retirement planning combines cash flow forecasting with tax-efficient withdrawal strategies, using advanced tools to visualise different retirement scenarios and lifestyle options.
Do you work with clients outside Hertfordshire?
While based in Harpenden and Hitchin, we serve clients nationwide through virtual meetings and digital communication tools, maintaining the same high service standards.
