Wealth Management Service
At Lyndhurst we recognise that clients have varying needs and objectives. In line with the FSA's Treating Customers Fairly initiative, we take great measures to ensure that all of our clients receive a consistent and satisfactory level of service, whatever their individual circumstances.
Our Wealth Management Service is tailored to address the size and complexity of our clients' investment portfolios.
Platinum Service (£500,000 - £1 million)*
- Semi-annual Portfolio Valuation
- Semi-annual face to face meeting (or more often if requested)
- Quarterly Company Newsletter
- Annual Economic Bulletin covering all major markets
- Annual Comprehensive Portfolio Analysis
- Invitations to topical seminars from time to time
- Discounted Initial Commission Rates
Gold Service (£200,000 - £499,999)
- Semi-annual Portfolio Valuation
- Annual face to face meeting
- Quarterly Company Newsletter
- Annual Economic Bulletin covering all major markets
- Invitations to topical seminars from time to time
- Discounted Commission Rates
Silver Service (£100,000 - £199,999)
- Annual Portfolio Valuation
- Annual face to face meeting if requested.
- Invitations to topical seminars from time to time
- Discounted Commission Rates
Bronze Service (£1 – £99,999)
- Annual Portfolio Valuation
- Annual face to face meeting if requested - a fee may be chargeable
- Invitations to topical seminars from time to time
* For portfolios in excess of £1 million we offer additional bespoke services which include introductions to Discretionary Fund Managers, Inheritance Tax Planning and Offshore Investment Portfolio Management.
Note: If you wish to be contacted in regards to this service please complete the enquiry form. If you are an existing client and haven't already done so, you may wish to register for our newsletter by e-mail
Lyndhurst Financial Management Limited is Authorised and Regulated by the Financial Services Authority (www.fsa.gov.uk/register). FSA Registration No: 154621
