Geoffrey Newman
Lyndhurst Financial Management
INDEPENDENT FINANCIAL ADVISERS IN HARPENDEN AND HITCHIN
WE ARE PASSIONATE ABOUT ENHANCING THE FINANCIAL WELL-BEING OF OUR CLIENTS AND FUTURE GENERATIONS.
Geoff has spent over thirty years in the banking and securities industry where he has led both large and small businesses. Having worked for Chase Manhattan Bank, BZW and Barclays Stockbrokers Geoff became consultant to some of the UK’s largest fund management companies.
In 2008 Geoff became an investor in the business and as a Director of Lyndhurst Financial Management Ltd he is responsible for business strategy, development and marketing along with corporate governance.
Away from the office Geoff is involved with Hertfordshire Cricket and a trustee of Harpenden Cricket Club.
Rugby and golf are his other main sporting interests and has been a member of the Institute of Advanced Motorists for 25 years.
Services
Lyndhurst Money
Lyndhurst money is a guidance and support service which provides help and support prior to any specific regulated product recommendations. It is designed to be the first entry point for clients who may require some guidance on how to make their money work better for them.
Checked on
11.03.2024
Lyndhurst Advice
Lyndhurst Advice has been designed for clients who require specific regulated product advice in areas such as Mortgages, Protection, Pensions, Savings and Investments. It typically suits people with less than £150,000 of investible assets who would like advice and support to buy their first home, protect their family in the event of death or illness and start saving for their future goals.
Checked on
11.03.2024
Lyndhurst Wealth
Lyndhurst Wealth has been designed to allow clients to simplify their financial affairs, consolidating their assets in one place in appropriate tax wrappers, whilst maintaining fund and investment choice. Our team of financial advisers will help you to understand the structure and taxation of your investments and ensure they are aligned to your needs and objectives. Typically a Lyndhurst Wealth client will have between £150,000 and £2m of investible assets and be 10 years from retirement. We as...
Checked on
11.03.2024
Lyndhurst Dynamic
Lyndhurst Dynamic is designed to support your needs as you start to withdraw money from your investments to support your lifestyle in retirement.
Checked on
11.03.2024
Lyndhurst Later Life
Lyndhurst later life planning explores the care options available to you and considers ways of funding this. We spend time to understand your specific situation and recommend the best solutions for you.
Checked on
11.03.2024
Accreditations
Financial Conduct Authority
Checked on
11.03.2024
FCA
Insurances
Awaiting confirmation of PII
Verified Reviews
Latest Reviews
No reviews yet - be the first to review this adviser or company
No media uploaded.
No media uploaded.
No media uploaded.
Geoffrey Newman
Adviser contact details