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Archive for the ‘Company News and Developments’ Category

Lyndhurst Join Succession

Thursday, August 12th, 2010

Lyndhurst Financial Management Limited (Lyndhurst) a wholly-owned subsidiary of I-Financial Services Group PLC quoted on PLUS Markets, has joined Succession Advisory Services (Succession) as a member.

 

With offices in Barnet and Harpenden, Lyndhurst has 15 specialist advisers offering financial advice and mortgage advice to corporate and personal clients.

It represents 100m funds under advice.

 

Simon Chamberlain commented:  “Lyndhurst is an extremely progressive firm.  It has a strong management team and has already segmented its service to cater for the diverse and specialist needs of its clients.

Lyndhurst has ambitious plans to continue to grow its business - and Succession is delighted to be working with them to achieve their business objectives”.

 

Lyndhurst Managing Director Martin Corrie says:  “Succession brings an additional layer of expertise to support the strategic development of our business as well as the hands-on implementation.  We have already made great progress in preparing for the RDR and Succession’s support will accelerate this”.

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Congratulations

Wednesday, August 11th, 2010

Congratulations to Alan Brown our pension specialist who recently passed his final exam with the CII to obtain diploma status.

Well Done Alan!

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Financial Control makes our clients happy!

Tuesday, July 20th, 2010

I recently read an article published by Aviva which proves a link between financial control and self esteem.

“Happiness, well-being and overall self esteem are influenced by our sense of financial control and not by what we earn, according to a study published today by Aviva.” You can read the full article here. http://www.aviva.com/media/news/7023/ 

However the reason I mention it is, Lyndhurst have launched a new service called Lyndhurst Money. This service is designed to put you back in control of your finances. It assists with spending analysis as well as managing longer term liabilities and investments, including ISA’s, Pensions, SIPPs, Onshore Bonds, Offshore Bonds, Unit Trusts and OEICS.

We are currently offering this service for FREE! Further information can be found on www.managemyinvestments.com

Adam Cook
Head of Operations

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Sign up for Lyndhurst Money. A UK service similar to mint.com

Tuesday, July 6th, 2010

You may have seen the U.S. based service mint.com and wanted a UK version. Well we are pleased to now be accepting users for this service Lyndhurst Money - powered by moneyinfo. Contact us for more information or complete the Lyndhurst Money Enquiry Form

  • See all your banking, savings and credit cards in one place.
  • Analyse your spending habits
  • View your investment valuations with daily prices for ISA’s, Bonds, SIPPS, Pensions, OEICS and Unit Trusts
  • Check the value of your house against property indexes.
  • All securely with arguably less risk than looking at your online bank account. Minimal data is sstored and no transactions can take place making it safer to use.

For a demo of the service see our home page www.lyndhurstfm.co.uk

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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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Are you an IFA looking to Retire or sell your IFA Business?

Monday, January 25th, 2010

In this uncertain world Lyndhurst have developed a service to provide those IFA’s that wish to retire a means of allowing them to do so. We won’t promise you a fortune then fail to deliver, what we will do is work with you to ensure your clients receive the best possible service at the same time allowing you to wind down at a timescale that suits you. If you are interested in discussing our flexible retirement service please call Geoff Newman on 01582 715777. We promise nothing but our attention.”

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