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Up Close: Hard-working Rory’s Story as young achiever flies high with renowned financial experts Lyndhurst

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Lyndhurst Financial Management analyse Highs and Lows of Employer Shares

As an Independent Financial Adviser, I work with my clients to build plans that enable them to succeed in reaching their financial goals. Working on areas such as: savings & investments, retirement, tax mitigation, inheritance issues, insurance, and mortgages. 

I graduated from the University of Portsmouth in 2012 after studying Business Studies, including a year working at Microsoft's UK head office in Reading.

From there, I joined Amazon's then brand new graduate scheme, as one of the two graduates on their Operations program. I stayed at Amazon, working across a range of roles in both their Fulfilment Centres and Head Office for nearly 10 years.

During the start of the Covid pandemic, I decided to begin studying for the numerous exams required to become a Financial Adviser. Once I had a few under my belt, I joined Lyndhurst Financial Management Ltd as a Paraplanner, providing technical support to their adviser team, across all areas they work on, including pensions, investments, insurance, and mortgages.

In 2022, after successfully completing all of the exams needed, I reached my goal of becoming an Independent Financial Adviser with Lyndhurst Financial Management. I'm now focused on my updated goal of helping my clients achieve their financial goals.

Rory Albon's Media Coverage