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Archive for February, 2010

Lyndhurst Launch New Customer Feedback System

Thursday, February 18th, 2010

Obtaining feedback from our clients is one of the best ways to improve the services we can offer and to make sure we are structuring our service proposition to meet the varying needs and demands of our clients.

I am pleased therefore to be implementing a new system for requesting and recording customer feedback. The system can use email to record feedback or a more traditional postal service. I will be requesting feedback from clients for each piece of business transacted. Clients are not forced to complete the feedback forms however all completed forms will be greatly appreciated and will ultimately help to improve the client experience for all our clients.

We would also be happy for you to recommend your friends and family to Lyndhurst if you have received a good service. We are always pleased to recieve these types of referrals and have a reward scheme in place as a small thank you. http://www.lyndhurstfm.co.uk/blog/wealth-management/client-referral-programme/

 

Adam Cook
Head of Operations

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Posted in Company News and Developments, For our clients | No Comments »

Harpenden Trading

Wednesday, February 17th, 2010

“I attended the launch of an interesting new business that is bringing a City Trading floor to Harpenden. Stephen MacIntyre, CEO of Harpenden Trading, hosted the launch at the Harpenden House Hotel supported by a number of the technology firms that he is partnering with. I subsequently met Stephen over coffee to discuss the type of individual or firm they were looking to attract. His response was that Hertfordshire’s first dedicated trading environment would be suitable for professional traders, hedge fund managers, investment managers and those trading financial markets regularly for their own account or on behalf of others. For more information visit www.harpendentrading.com . On behalf of Lyndhurst Financial Management we wish Stephen and his team every success in their new venture. Geoff Newman, Director.”

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Standard Life offer an online reality check!

Tuesday, February 16th, 2010

Give yourself an online reality check

This younger group of customers told Standard Life that they knew they needed a realistic plan for their retirement, and they wanted frank conversations with advisers about their position. Standard Life developed a simple online tool to help them understand their current position, It asks simple questions about their current pensions, salary, how much they can afford to contribute and when they hope to retire, presenting the results in an easily digestible format. Specifically designed for younger clients, this tool might help you save for your retirement.  The website is www.getarealitycheck.co.uk

If you need further help or wish to discuss your options in greater details please contact us.

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Posted in For our clients, Pensions | No Comments »

Shears – Independent Advice and Support for Older People in Harpenden, Hertfordshire

Thursday, February 4th, 2010

Independent Advice and Support For Older People

Independent Advice and Support For Older People

 

 “Shears is a unique local business providing information, advice and practical support for older people, through a broad range of ‘Home Support’ and ‘Relocation Services’.

 

If you (or a family member or friend) need help to remain independent in your present home or to move somewhere more suitable / into care, but don’t know where to start, we can help. Shears offers a ‘one-stop shop’ to help you navigate the system to find the right information, understand your options and make the decisions that are right for you. From generic advice to full hands-on support, we will do as little or as much as you want.

 

We offer a free initial consultation and a service which is caring, confidential, independent and based on your individual requirements. 

 

Please contact or visit the website (www.shears-uk.com) for further information or a brochure. Alternatively call us on 0844 412 0606.”

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London Stock Exchange Launches Retail Bond Market

Monday, February 1st, 2010

LSE today launched a bond market for retail investors. This has previously been a corporate market with minimum investments of £50,000. The launch to retail customers now means individuals can buy bonds in companies such as BT and Tesco for a minimum as low as £1,000. This market is quite small at sent but is expected to grow. This should help savers who are currently losing money against inflation on cash deposits, invest in low risk bond funds for greater returns. Savers should be aware of the greater risk investing in bond funds although this is typically lower than investing in stocks and shares.

If you are looking to increase your return on cash deposits in the retail bond market or by means of  corporate bond funds which are managed by fund managers, please speak to your financial adviser or call us on 0800 435648 if you are not already a client.

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Posted in Bond, Financial News Articles, For our clients | No Comments »