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
