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Archive for the ‘For our clients’ Category

Mortgage Rates, Calculators and Deals

Tuesday, August 24th, 2010

Lyndhurst are pleased to announce that we have invested in technology powered by Trigold Crystal for our Website users to source mortgages online. You can now enter your criteria and see the current mortgage deals available to you. You can enquire for further details and one of our mortgage advisers will contact you. As always the initial telephone conversation or meeting is at our expense so you can find out the information you need prior to proceeding with any deal. This service is available on our mortgage pages, see the mortgages tab or www.lyndhurstfm.co.uk/mortgages/

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

Lyndhurst Money Demo – Like mint.com but powered by moneyinfo

Monday, June 28th, 2010

Lyndhurst are pleased to welcome the first users of this new service and are keen to get further feedback from other new users. I have enclosed a link to a demo site for the service below which is much like the Lyndhurst Money service.

Have a look at the demo and if you would like to have this service for free and then please complete the enquiry form.

If you are an existing client we can upload your details to the service and you can benefit from the daily valuation service which is available for investments held on this platform.

Lyndhurst to launch UK Version of mint.com

Thursday, May 27th, 2010

Sign up for this service Moneyinfo Enquiry Form or View a Demo

Lyndhurst have been working with moneyinfo to provide a service to its clients similar to that of mint.com in the US. We are one of the first IFA practices to be offered the UK version and wish to use it to deliver online reporting facilities to our clients for thier investments as well as giving them access to the money manager features which include viewing all your assets, liabilities, bank accounts and credit cards securely in one place.

We see this as an improved way of managing not only your day to day money but also meeting your medium to long term goals and objectives, whether these are buying a new car, a new house, a holiday home or having sufficient income in retirement to enjoy it to the full.

With this software in conjuction with Lyndhurst’s wealth management proposition you will be put back in control of your investments. When did you last see a value of your pensions? If you are an existing client this will be at least annually. If you are not an existing client this could be alot longer! Using this service you can see prices updated daily for your personal pension plans. Need more help? Ask one of our consultants using the start a conversation icon and we will help!

We will be updating our blog with new features, benefits and demonstrations but if you are interested please contact us on 0800 435648 or admin@lyndhurstfm.co.uk or see www.managemyinvestments.com

Adam’s on holiday!

Wednesday, April 21st, 2010

Regular 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

Master Investor 2010

Tuesday, March 30th, 2010

Lyndhurst are delighted to be exhibiting at Master Investor 2010 on Saturday 24th April at the Business Design Centre in Islington, London. As the UK’s top investment show you will have the opportunity to meet with the CEO’s of some of the UK’s leading growth companies as well as listen to some highly acclaimed speakers. For more information visit http://www.masterinvestor.co.uk/home.html.

We have a small number of tickets (value £49.99) that we are giving away FREE. If you would like to enter the ballot for the tickets please call Geoff Newman or Adam Cook on 01582 715777 or register your interest by email admin@lyndhurstfm.co.uk email subject Master Investor 2010 Free Tickets.

Looking for a Budget Summary?

Wednesday, March 24th, 2010

Try www.hicks.co.uk  or www.budget2010.co.uk they usually have a comprehensive budget summary on their website within 24 hours.

http://www.hicks.co.uk/content/taxcentre_budget/index.html

Retirement Planning Guide

Friday, March 5th, 2010

If you are looking for a generic guide to retirement planning please see www.lyndhurstfm.co.uk/esmartmoney/Retirement_Guide/

If you require further advice on Retirement Planning please contact one of our retirement specialists on 0800 435468 or admin@lyndhurstfm.co.uk

State Pension Age Calculator

Monday, March 1st, 2010

Do you know when you will receieve your state pension? If not this handy little caluclator will work it out for you. It will also tell you how many years national insurance payments you will have needed to contibute in order to qualify for full basic state pension benefits. Try it here State Pension Age Calculator

FSA Money Made Clear – Stamp Duty Calculator

Monday, March 1st, 2010

When browsing the FSA Money Made Clear Website today I found a Stamp Duty Calculator link to a page hosted by unbiased.co.uk

If you are looking to buy a property and are unsure of the amount of stamp duty you will have to pay you could use this tool, or better still call one of our mortgage advisers who can answer all your questions on freephone 0800 435648.