About us

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The company

Rothmere Wilson,  Hitchin

We have chosen to be a boutique firm (small and specialist), because we believe this allows us to deliver better quality advice to clients, more cost effectively. All UK financial services companies are subject to regulation and investor protection rules, so you have the same cover regardless of the size of the firm.

“It takes twenty years to build a reputation and five minutes to ruin it. If you think about that you will do things differently.” (Warren Buffett)


Consistency of relationships is vital in building the trust needed to deliver high quality solutions over the longer term. Low staff turnover allows a level of personal attention that is often absent in larger financial services companies. It means resources can be spent on developing skills, rather than continual recruitment. We have an average employment term of 11 years (and rising).

The People

Stephen Wilson BA (Hons), FPFS, Chartered Financial Planner and Office Manager

Steve Wilson Hitchin

Steve joined Lloyds Bank in 1985, after graduating from Durham University, and left to found Rothmere Wilson in 1990. He specialises in pre and post retirement planning, as well as business financial planning. Steve is one of the few UK advisers qualified as both a chartered and certified financial planner and is also a resolution-accredited divorce specialist. He supports the Money Advice Service, set up by government and paid for by an industry levy, by delivering their "Making The Most of Your Money" seminars. This forms a part of their work on helping people manage their money better. Away from work, he holds a private pilot’s licence, follows Arsenal and is a member of Rotary.

email: stevewilson@lyndhurstfm.co.uk

Johanna Draper BA (Hons), DipPFS Chartered Financial Planner and Office Manager

Steve Wilson Hitchin

Jo joined Rothmere Wilson in 2002, whilst completing a degree in accountancy at the University of Bedfordshire. After graduating she became a full time administrator and practice manager. She is now the office manager for Lyndhurst’s Hitchin office.

email: johannahaigh@lyndhurstfm.co.uk

Geoff Newman – Director

Geoff Newman – Director

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. As a Director of Lyndhurst Financial Management Ltd he is responsible for business development and marketing

Meet the rest of our team in Harpenden: www.lyndhurstfm.co.uk



Qualifications

Rothmere Wilson,  Hitchin

Lyndhurst Financial Management Ltd celebrated its 20th Anniversary in 2012.

“An investment in knowledge always pays the best interest.” (Benjamin Franklin)

 



A professional attitude to business and clients

Steve Wilson Hitchin


We would be the first to admit that qualifications are not a guarantee of high quality advice and that experience is very important. However, if someone has taken the considerable time and trouble to improve their knowledge and expertise and then submit to objective and independent testing, rather than relying on their own opinion of their level of technical competence, we believe it demonstrates some important qualities:


  • A professional attitude to business and clients
  • A commitment to the quality of service offered
  • Building on that experience so it really is 20 years’ worth, rather than 1 year 20 times over

Independent Financial Adviser

 

Independent Financial Advisers

Independent Financial Advisers (or IFAs) offer both independent advice and work independently for their clients, rather than representing an insurance company or bank. Originally, in 1988, advisers were either tied to a single provider, or totally independent. However, since 2005, there have been three types of adviser: tied advisers (working for one financial institution), multi-tied advisers (offering products from two or more providers) and independent financial advisers (who recommend products from the whole of the market).


 

From 2013 the rules will change again, in order to give consumers more clarity. Advisers will either be fully independent, or have to call themselves restricted if there are any limits on the scope of their advice. Restricted advisers will doubtless claim their particular restrictions are of little consequence, but the only way to get truly unbiased advice will still be from an adviser with independent status.

 

Society of Later Life Advisers (SOLLA)

 

IFP

Membership of the Society of Later Life Advisers (SOLLA) is reserved for advisers who are specialists in financial matters that affect older people, such as funding care needs or considering equity release. Members have been awarded the Later Life Adviser Accreditation, which is independently audited and endorsed by a Government body called the Financial Skills Partnership, as well as agreeing to follow a strict code of conduct.

SOLLA was founded in 2008 to help consumers become better informed about financial issues in later life and to more easily find suitably qualified advisers who are committed to the highest levels of professionalism.

 

 

 

 

 

 


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Contact us

Address:
35 Bridge Street
Hitchin
Hertfordshire
SG5 2DF


Tel: 01462 441100
Fax: 01462 441121
E-mail: info@lyndhurstfm.co.uk