Lyn Walton Wealth Management
Specialist in pension and investment adviceOver 40 years of financial services experienceHolistic financial planningAccess to global investment propositionsPartner Practice at St. James's Place
Contact Details
Phone
07********77
Website
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Address
6 S**********************1LD
HU18 1LD
About
Lyn Walton Wealth Management offers expert financial planning services in Hornsea, with a focus on pension, investment, and estate planning. With over 40 years of experience in the financial services industry, Lyn provides holistic financial planning tailored to individual needs.
Lyn is a Partner Practice at St. James's Place, offering clients access to global investment propositions through the UK's largest asset management provider. Appointments are recommended to ensure personalised attention.
Services
- Pension advice
- Investment planning
- Estate planning
Opening Hours
| Monday | 9 am-5 pm |
| Tuesday | 9 am-5 pm |
| Wednesday | 9 am-5 pm |
| Thursday | 9 am-5 pm |
| Friday | 9 am-5 pm |
| Saturday | Closed |
| Sunday | Closed |
Frequently Asked Questions
What pension services does Lyn Walton Wealth Management offer?
Lyn Walton Wealth Management specialises in pension advice, helping clients understand their pension options and guiding them towards building a retirement plan they can feel confident about. Services include pension transfers, amalgamation, and ongoing pension management.
How does Lyn Walton Wealth Management approach investment planning?
Lyn takes a holistic approach to investment planning, tailoring strategies to individual needs and goals. She provides clear, honest advice and ensures that clients make sense of their investment options, offering guidance every step of the way.
What makes Lyn Walton Wealth Management stand out in financial planning?
Lyn's extensive experience, combined with her personable and approachable nature, sets her apart. She is known for her proactive and supportive approach, ensuring that clients feel understood and cared for throughout their financial journey.
What is TrustedIn.uk?
TrustedIn.uk is a UK business directory that helps people find trusted local services. It features established financial planners like Lyn Walton Wealth Management in Hornsea, known for their expertise and commitment to client satisfaction.
How are listings on TrustedIn.uk curated?
TrustedIn.uk selects listings based on demonstrated expertise and community trust. Lyn Walton Wealth Management qualifies through its 40-year history, specialist pension and investment services, and consistently positive client feedback.