Lynas Vokes Investments Ltd

Lynas Vokes Investments Ltd We are independent financial advisers and can help you with pensions, investments and mortgage advice

Lynas Vokes is a firm of independent financial advisers specialising in the management of investment portfolios and pensions. We've been helping clients navigate complex financial markets since 1972 and from those very early days our business has evolved primarily through client recommendations. Based in Holbeach, near to Spalding, we provide impartial, unbiased and objective financial advice, wit

h a view to protecting and enhancing our client's wealth and sense of well-being. Our qualified advisers cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer. Our approach:
Our initial meeting is usually without charge after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our client's requirements. With that knowledge, we can identify the products that will enable our clients to achieve their goals delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost. Our final proposals are well-researched and constructed on the basis of what's best for our clients and nobody else. And of course, we are prepared to work alongside our client's Accountants and Solicitors. We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them fulfill and achieve their objectives. Lynas Vokes focus on flexibility and offer a wide range of investment options.

08/06/2026

You don’t need to be ‘wealthy’ to benefit from financial planning.

You may benefit from advice if:

⭐You’re unsure where your money should go.
⭐Your mortgage is changing.
⭐You’ve changed jobs or pensions.
⭐You’re thinking about retirement.
⭐You want more confidence about your future.

Financial planning is about creating clarity, not complexity.

Lynas Vokes can help you build a plan around your goals.

04/06/2026

Did you know?

From April 2027, pensions will no longer sit outside your estate for inheritance tax purposes - a major shift that could impact how families pass on wealth. The government says most unused pension funds and death benefits will fall within the scope of inheritance tax from 6 April 2027.

We believe planning ahead is key. Reviewing your retirement, estate and succession plans now could help your loved ones avoid unexpected tax consequences later.

The rules are changing. Your strategy should too.

📩 Get in touch to discuss how these changes could affect your family’s financial future.
https://bit.ly/4ugblNZ

A good financial plan doesn’t restrict your future. It gives you more choices within it.
03/06/2026

A good financial plan doesn’t restrict your future. It gives you more choices within it.

01/06/2026

Lets pass on some of our financial knowledge by educating children on just a few key areas to give them a helping hand:

• How to budget and manage money
• The difference between needs vs wants
• How saving works and why it matters
• Understanding credit, debt, and interest rates
• How bank accounts, debit cards, and online payments work
• Basics of investing and building wealth over time
• How taxes work and understanding payslips
• The dangers of scams and financial fraud
• Entrepreneurship and creating income opportunities
• Setting financial goals and planning for the future

Financial education creates confidence, independence, and smarter decision-making for life.

It’s National Biscuit Day 🍪 and we want to settle the ultimate debate in our office…Which biscuit reigns supreme?Vote be...
29/05/2026

It’s National Biscuit Day 🍪 and we want to settle the ultimate debate in our office…

Which biscuit reigns supreme?

Vote below and let us know your favourite:
1. Chocolate Digestives
2. Custard Creams
3. Bourbons
4. Shortbread

Got another top pick? Drop it in the comments 👇

27/05/2026

At the beginning of a fresh financial year, it’s your chance to get ahead.

From making the most of your allowances to avoiding common tax traps, proactive planning can ease pressure later and bring real peace of mind today.

This Mental Health Month, discover why financial clarity matters more than you think.

Read more in our blog:

One of the biggest sources of stress for many people is money.Financial stress often comes from:• Uncertainty about the ...
25/05/2026

One of the biggest sources of stress for many people is money.

Financial stress often comes from:
• Uncertainty about the future
• Debt and rising costs
• Social comparison online
• Lack of financial education

The truth is: you don’t need to have everything figured out overnight. Small financial habits, honest conversations, and learning one step at a time can make a huge difference.

Your mental health and your financial health are connected. Be kind to yourself while building both.

We’re thrilled to share that Emma has been nominated in the 2026 Women in Financial Advice Awards 🎉✨ Role Model of the Y...
22/05/2026

We’re thrilled to share that Emma has been nominated in the 2026 Women in Financial Advice Awards 🎉

✨ Role Model of the Year (Small Firms)
✨ Team Leader of the Year (Small Firms)

Such a well-deserved recognition of leadership, dedication, and commitment to supporting both clients and colleagues every day.

Same venue, different agenda!Today it’s our Mortgage & Estates Planner, Julie’s turn to head to London to attend the Mor...
19/05/2026

Same venue, different agenda!

Today it’s our Mortgage & Estates Planner, Julie’s turn to head to London to attend the Mortgage Adviser Expo 2026.

With a strong focus on mortgage and protection advice, the event is a great opportunity to gain fresh industry insights, explore the latest updates, and bring back valuable knowledge to help support our clients even further.

Keeping up to date with industry changes allows us to continue providing the best possible advice and service to our clients.

18/05/2026

A new tax year means new opportunities to make your allowances work harder.

From ISAs and pensions to tax planning, small steps taken early can make a meaningful difference over the course of the year.

If you’d like tailored advice on making the most of your allowances in 2026/27, get in touch with us.

Address

Trinity House, Welbourne Lane East
Holbeach
PE128AB

Opening Hours

Monday 8:45am - 5:15pm
Tuesday 8:45am - 5:15pm
Wednesday 8:30am - 5:15pm
Thursday 8:45am - 5:15pm
Friday 8:30am - 4pm

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