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2010 round-up

Monday, January 17th, 2011

Forthcoming regulation, designed to deliver a more professional Financial Services marketplace to you, has led us to enter into a strategic partnership with Succession Advisory Services. Whilst we remain totally independent and continue to trade totally autonomously, we benefit from membership of this national partnership of highly specialised and entrepreneurial financial services businesses. Businesses just like our own. Our combined scale and breadth means together we have a major influence in the financial services industry.

Over the last 12 months, our focus has been to deliver a more client-centric proposition improving adviser qualifications, common processes and practices, and a common platform. We are delighted to be working on a range of activities that will improve our service proposition to you.

We continue to hear every day of the outcome of economic downturns and the effect this has on individuals, commercial organisations and business institutions. We remain in a fortunate and advantageous position in continuing to see growth and are confident that together with Succession, we will develop our business further.

2010 has been an exciting journey for us as we embrace global best practice in financial planning and we will continue to develop this throughout 2011

Wishing you a prosperous 2011.

Lyndhurst Join Succession

Thursday, August 12th, 2010

Lyndhurst Financial Management Limited (Lyndhurst) a wholly-owned subsidiary of I-Financial Services Group PLC quoted on PLUS Markets, has joined Succession Advisory Services (Succession) as a member.

 

With offices in Barnet and Harpenden, Lyndhurst has 15 specialist advisers offering financial advice and mortgage advice to corporate and personal clients.

It represents 100m funds under advice.

 

Simon Chamberlain commented:  “Lyndhurst is an extremely progressive firm.  It has a strong management team and has already segmented its service to cater for the diverse and specialist needs of its clients.

Lyndhurst has ambitious plans to continue to grow its business – and Succession is delighted to be working with them to achieve their business objectives”.

 

Lyndhurst Managing Director Martin Corrie says:  “Succession brings an additional layer of expertise to support the strategic development of our business as well as the hands-on implementation.  We have already made great progress in preparing for the RDR and Succession’s support will accelerate this”.

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