It is nearly a week since the team from Lyndhurst spent a day at its stand at Master Investor 2010 and I’ve been reflecting on what a great job the team at t1ps.com did in organising the event, congratulations to all involved.
Archive for April, 2010
Master Investor 2010
Friday, April 30th, 2010Adam’s on holiday!
Wednesday, April 21st, 2010Regular readers of the Lyndhurst blog will know that the articles are written by Adam our Head of Operations. He’s off on holiday to Florida (Icelandic volcano permitting!!) for the next two weeks, so there may be less updates as I’m in charge of doing them! Anyway, I’ll do my best in keeping you up to date with what’s going on but if you have any questions you want answering email me on geoffnewman@lyndhurstfm.co.uk
Free Financial Review
Monday, April 12th, 2010- When did you last review your financial situation?
- Have you assessed your attitude to risk and do you understand the importance of doing so?
- Do you know where you company pension is invested?
- Have you reviewed the amount of protection you have or need including life insurance, critical illness cover and income protection?
- Are you aware of the new ISA limits are are you utilising your tax breaks effectively?
- What is your current mortgage rate? Could you benefit from a mortgage review if not for savings for piece of mind?
Our free financial review will help you to answer all of the above questions and put you back in control of your finances. We have experienced independent financial advisers who would be happy to arrange an appointment at our offices or at your home,whichever makes you feel more comfortable. They can gain an understanding of your personal goals and plans through to retirement or during retirement and make your investments work for you. With taxes on the increase it is important to make the most of your tax breaks and an effective financial plan can help do this.
If you are looking to save money on your mortgage ask for one of our mortgage and protection specialists who can source the best rates in the market on that day.
Call us on 0800435648 and ask for an expert.
ISA Allowance for 2010/2011
Thursday, April 8th, 2010The ISA allowance has been increased for the current tax year and you can now put £10,200 into a stocks and shares ISA or up to £5,100 into a cash ISA and the remainder in a stocks and shares ISA.
If you are interested in obtaining a better return than current cash ISA’s offer and are prepared to invest for the medium term then we would be happy to do a free assessment of your investment risk and recommend a suitable portfolio for your needs.
