Helping you make the most of your money
Lynas Vokes Wealth Management is a trusted financial planning firm, providing tailored financial advice and solutions designed to meet your unique needs and goals
Your home may be repossessed if you do not keep up repayments on your mortgage
The value of your investment can go down as well as up and you may not get back the full amount invested
As evidenced by the stats below, at Lynas Vokes, we know what we’re doing when it comes to financial advice! We’ve been doing this for a long time and we have a lot of happy clients.
Based in Holbeach, Lincolnshire, we provide impartial, unbiased and objective financial advice to protect and enhance our client's wealth and sense of well-being. We have been helping clients navigate complex financial markets since 1972; from those very early days, our business has evolved primarily through client recommendations and referrals, something we are extremely proud of.
What we can do for you
Our dedicated team of specialists will listen to you, understand what your current financial situation is and what goals you have. We can then offer our expertise, guiding you through retirement planning, investing for the future, mortgages, financial protection and an array of other financial services.
Contact us
Our dedicated and professional team is waiting to help you. Contact us today and let our expertise help you make the most of your money
At Lynas Vokes, we always put our clients first. This is demonstrated by us being an Associated Firm of the Personal Finance Society.
Their (and our) core principles are:
- Act in the best interests of clients, using a customer charter to aid transparency
- Demonstrate integrity, probity and fairness by aligning with the code of professional ethics & conduct
- Comply with the spirit as well as rules of regulation
- Comply with the spirit as well as the rules of employment law
- Invest in your people by funding a policy of ongoing training and professional development
- Operate a clear diversity & inclusion policy, for both your staff and clients
- Operate a policy of corporate social responsibility
- Adhere to transparent governance standards and processes.
Latest news
We keep our fingers on the pulse of the latest developments in the world of financial advice but also the wider world as we know that lots of things have an impact on you and your money. Read our take on the latest news here.
Frequently asked questions
Understandably, you have questions. The following are the most frequently asked, however, if you don’t find your question and the answer here, don’t hesitate to contact us. We can help you with any query, no matter how big or small.
Depending on your requirements, you may benefit from professional financial advice for a wide range of reasons, largely related to experience and expertise. Many financial services are complex and having an experienced adviser on board can certainly be an advantage for most people. Working with a professional also makes it more likely that the advice you receive will be tailored to you and your unique situation.
The cost for financial advice varies depending on requirement, however we will always be entirely transparent on the costs involved before we move forwards.
At Lynas Vokes, we provide a range of services for private clients, from tax planning and pensions to insurance and mortgage services and we pride ourselves on offering services that cover clients at every life stage. We also provide a range of corporate services for those that own their own businesses.
We always start with a professional consultation where we get to know each other and talk about you and your financial goals. From there, we can suggest the services we think you need and help you decide how to move forwards.
Lynas Vokes have been offering financial advice for over 40 years. We offer a wide range of services, have a team of friendly professionals and over 1600 clients.
You can read more about Lynas Vokes by visiting our About page here and reading our testimonials here. Our services can be browsed via the Services menu and, when you are ready, you can get in touch with us by completing the form at the bottom of the page, giving us a call or sending us an email.
We can talk about how good we think we are but the proof is in the pudding. That’s why we’re on VouchedFor, so you can see genuine verified reviews from actual clients. It’s important to us that potential clients can see what it’s actually like to work with us and that clients have a space to share their honest feedback on our service so we can make improvements where necessary. We’re proud to have a 4.8 rating on VouchedFor – click to see where that rating has come from.
Related links
At Lynas Vokes, we offer a wide range of services to help you at every stage of your life’s journey. Click on the links below to view our recommended services or view our Services menu for our full range.
Regardless of where you’re based or what your goals are, we can help you develop the most suitable investment strategies to reach your goals.
When you are ready to buy your first home, you’ll appreciate a little help. We can help you get the mortgage offer you need.
Creating a viable corporate financial plan means you can mitigate risks, protect your assets, and establish a strong base for future growth.
Lynas Vokes is here to help you at every stage of your journey through life. This is not only because we offer services that complement each life stage but also because we genuinely care, we want to be on that journey with you and we want to make each stage of your life as easy and stress free as possible, setting you up for the next one as we go along.
The team at Lynas Vokes are more than just financial advisers, they are your companions through life.
Testimonials
What is financial planning?
What can we do for you pre-retirement?
What can we do for your retirement and beyond
5 Be disciplined
