0800 533 5337
logo
 Menu
 Contact

Our Services


Private Client Services

The foundation of the services that we provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change.

Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

Lynas Vokes has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.

Private Client Advice

Investment strategies

Pension planning (including income drawdown)

Tax planning strategies

Life and health insurance

School fees planning

Estate Planning

Lynas Vokes understands that protecting our client's wealth from inheritance tax requires tailored, careful planning. We offer comprehensive advice about how to take advantage of the most tax-efficient and effective strategies to manage and protect our clients estates.

The value of your investment can go down as well as up and you may not get back the full amount invested. Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.

Corporate Financial Planning

Lynas Vokes provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients businesses, including Accountants or Solicitors.

We have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection and commercial insurance.

Deciding on the best benefit strategy for our clients businesses is also another integral part of building a successful company. We ensure that our business clients are able to continue to meet the challenges of a competitive business environment and ensure they are adequately protected.

It could simply be a case of reviewing, strengthening or streamlining your existing requirements or it may be time to introduce a whole new set of employee benefits. You may want to empower and reward your employees by allowing them to the flexibility of being able to choose their own employee packages from a range of options you set. Working with Lynas Vokes means you take the lead, you set your priorities and you choose a 'package' of assistance and advice to suit your needs.

From straightforward life cover to complex pension planning, we make the process as pain-free as possible. In today's world of tight budgets and timescales, we will work with you to organise a simple, well-organised and headache-free package of benefits for your employees.

When advising companies and sole-traders, there are many aspects of the business that we take into consideration: Corporate Financial Planning Advice

Group pensions

Corporate insurance

Corporate financial planning

Employee benefits arrangements


our services

Wills & Legal Services


Writing a Will

Making a Will allows you to choose exactly how your assets are distributed, giving you the reassurance of knowing that you have provided for those closest to you.

Why write a Will?

You decide who benefits from your estate
It prevents the law from superseding your wishes
Can help to minimise any Inheritance Tax liability on your estate
Allows you to choose your executor and specify your funeral arrangements

To find out more about our Will writing service make an appointment with one of our Financial Planning Managers. Lasting Power of Attorney

At Lynas Vokes, we understand that often our clients wish to plan ahead and set out in advance what they would like to happen should they become unable to make decisions for themselves in the future. A Lasting Power of Attorney (LPA) is a legal document that enables you to choose another person or people (known as an Attorney) to make decisions on their behalf, when and if the time comes.

There are 2 different types of LPAs:

1. Property and Financial Affairs LPA
This is for decisions about finances, such as selling the Donor's house or managing their bank account.

2. Health and Welfare LPA
This is for decisions about both health and personal welfare, such as where to live, day-to-day care or having medical treatment. An Attorney is appointed to make decisions as if they were the Donor themselves. An Attorney must act in the Donor's best interests and have regard to the Code of Practice.

Taxation and Trust advice and Will writing are not regulated by the Financial Conduct Authority.

What we offer

Lynas Vokes offer an Estate Planning Service for clients wanting access to a highly skilled technical team who will advise on particularly complex circumstances to help you make the right decisions about your estate

Our fees start from as little as £115.00 for a single Will and from £350.00 for advising you on the effects and execution of Lasting Power of Attorney and drafting either Property & Affairs or Health & welfare.

If you need specialised technical advice, there may be a further charge for that advice. We will give you an estimate of the cost when we understand your circumstances and before we involve the specialists.

Mortgages


Our Mortgage Service

Many people naturally think of going to their own bank first when it comes to getting a new mortgage or checking out comparison sites for the best rates. You may however be missing out on significant benefits if you do. There are many reasons why it pays to use a mortgage broker when shopping for a mortgage.

At Lynas Vokes we have access to the leading mortgage lenders in the UK and we are experts at finding the most appropriate mortgage for your current needs and circumstances. By choosing, the right mortgage first time round you can save thousands of pounds over the length of your mortgage.

If you already have a mortgage then our qualified mortgage brokers may help you to reduce the amount you have to pay by finding a lower interest rate than your current provider offers. Just one minute of your time spent making a phone call to Lynas Vokes, could save you a fortune.

Why use a mortgage broker when looking for a mortgage?

Getting a mortgage is one of the most important financial decisions you will take in your lifetime. There are many mortgage products to choose from and not all will suit your personal circumstances.

There are also many mortgage brokers available who specialise in different areas. That is why you need advice from Lynas Vokes, who are qualified mortgage brokers and who have access to a wide range of mortgage deals and mortgage rates including some mortgage products, which are not generally available to the public directly.

There will be a fee of £495 for mortgage advice.

Your home may be repossessed if you do not keep up repayments on your mortgage.