Try www.hicks.co.uk or www.budget2010.co.uk they usually have a comprehensive budget summary on their website within 24 hours.
Archive for the ‘For our clients’ Category
Looking for a Budget Summary?
Wednesday, March 24th, 2010Retirement Planning Guide
Friday, March 5th, 2010If 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, 2010Do 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, 2010When 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.
Lyndhurst Launch New Customer Feedback System
Thursday, February 18th, 2010Obtaining 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
Standard Life offer an online reality check!
Tuesday, February 16th, 2010Give 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.
Shears – Independent Advice and Support for Older People in Harpenden, Hertfordshire
Thursday, February 4th, 2010
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.”
London Stock Exchange Launches Retail Bond Market
Monday, February 1st, 2010LSE 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.
Consultant Training
Tuesday, January 19th, 2010At Lyndhurst we endeavour to offer consistent advice from all of our independent financial advisers. In order to achieve this goal we have regular training sessions and open discussions with our consultants to offer the best possible advice using the most effective techniques. This includes effective data collection in order to recommend the most appropriate products and solutions, structuring client meetings, maximising adviser time with clients to discuss long term goals and objectives, streamlining administration and gathering client feedback which we all value .
Therefore today from 1pm – 5pm our consultants will be attending a training session and will be unavailable during this period. However all our support staff will remain on hand to deal with any questions and should something urgent arise they could contact your consultant during this period.
Thank you for your understanding during this training session, I sincerely hope that the benefits of holding such days will be passed back to you all as clients of Lyndhurst in the longer term.
Kind regards
Adam Cook
Head of Operations
Happy New Year to All Our Clients
Tuesday, January 5th, 2010Thank you for all your support during 2009.
We have some exciting new services to launch in 2010 and look forward to your feedback on these throughout the year. Watch this space or speak to your financial adviser for details.
