Shadforth Financial Group takes over Lyndhurst Family Advisory

Australia-based Shadforth Financial Group has acquired a local advice business Lyndhurst Family Advisory for an undisclosed sum.

Queensland-based Lyndhurst offers wellbeing advocacy service as well as private office advice service to clients across Australia.

Lyndhurst director and founder Charlie Fraser will join Shadforth as a private client adviser as part of the deal, while Lyndhurst wellbeing advocate Sarah Grealy will join as Shadforth as an associate adviser.

“Joining Shadforth allows us to continue to apply our holistic philosophy and approach to an expanded range of clients, while accessing greater infrastructure and capabilities to better support our existing clients,” Fraser noted.

Shadforth Queensland head Cathy Mackey added: “We are excited by the enhanced offering for families we can offer through Lyndhurst joining Shadforth, offering a win-win solution for our clients and the expanded business.”