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Posts Tagged ‘moneyinfo’

Lloyds Money Manager vs Lyndhurst Money

Monday, March 21st, 2011

At the weekend I saw a number of adverts for the Lloyds Bank Money Manager service. I am not a Lloyds customer myself but from what I have seen it is a service which analyses your spending automatically and displays it in a clear graphical format for your Lloyds bank account. If this is something you like the look of you should really consider signing up to our Lyndhurst Money service.

Lyndhurst Money will help you analyse your spending across all of your bank accounts and all of your credit cards and pull this information into one spending graph. What’s more, you can also add assets to your Lyndhurst Money account including your house which will be valued by the Halifax and Nationwide property index. Furthermore you can add your investment assets to the platform with a daily price update of your holdings giving you a much fuller picture of your financial health than just one bank account.

Signing up is easy, the system is a secure as online banking and you could be up and running within minutes. Best of all we are currently offering it free to clients for the first year!

See our microsite and sign up today! www.managemyinvestments.com

 

Adam Cook
Head of Operations

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

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

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