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Archive for the ‘Wealth Management’ Category

Client Referral Programme

Tuesday, August 4th, 2009

 

Lyndhurst Referral Programme

Tell a friend about Lyndhurst

Refer a Friend to Lyndhurst

A number of our existing clients regularly refer us to friends or colleagues, so from now on we are offering a thank you gift to anyone who introduces a new customer (individual or company) who implements our financial advice recommendations.

You can choose from the following (subject to availability):

· £25 donation to your chosen charity

· Bottle of Wine

· 12 red roses 

· £25 John Lewis vouchers

What you need to do to benefit from this offer

 · Contact us and give us the details of the person you wish to introduce or pass our details on and ask them to mention your name at their first appointment.

We will send you your chosen gift as soon as we receive payment following the completion of your friends contract.

Recommend a friend now!

Standard Life Wrap Reduces Charges

Wednesday, July 29th, 2009

Standard Life Wrap offers better value 

Standard Life aim to offer an unrivalled wrap proposition. To achieve this they keep our pricing and charges under constant review.

In April of this year they made some important changes to our Wrap pricing structure. The main change was to reduce the annual administration charge by 20 basis points (0.20%) immediately and introduce a £240 annual charge payable in arrears on SIPP and International Portfolio Bond (IPB) from April 2010.
Following extensive consultation with us and other advisers, they have decided to remove the £240 annual charge before it takes effect, while retaining the 20bps cut. This means that every customer in Wrap SIPP or Wrap IPB is better off as a result of the re-pricing activity this year - none of them will pay the annual £240 charge.

Please click here to login to your Standard Life Wrap Account