Lyndhurst Launch New Wealth Management and Financial Planning Propositions

By: Lyndhurst Financial Management Limited  04/05/2011
Keywords: financial advice, wealth management, Financial advisers


We have been working over the last few years on a reduced charges commission structure unlike many of the banks We have been reducing the amount of up initial upfront commission we earn and taking a small commission each year to service the plan and give you the advice you need on an ongoing basis. 

We are now in a position to take this a step further and offer a selection of service standards for you to choose from. This means we are able to service clients with many assets who may demand a higher level of adviser competency, time and administration, as well as clients with a single plan or mortgage who obviously require less regular contact once the plan is in force.

We now offer 3 main services with 2 bolt on services which can enhance the level of service you currently receive;

LYNDHURST DYNAMIC - Financial planning and asset consolidation. “Our role is to identify, achieve and maintain your desired lifestyle without the fear of running out of money”.

LYNDHURST WEALTH - With modern products you no longer need to go to different providers for different tax wrappers and investment solutions. Wraps and Platforms now have access to many of the tax wrappers and investments you require and you can view all of your portfolio in one place. More Control, Greater Access, Enhanced Reporting, Less paperwork are just some of the feature benefits of this service.

LYNDHURST ADVICE - We will continue to offer advice on single investments, pensions, ands as and when you require it.

LYNDHURST PRIME - A bolt on addition that offers enhanced fund and investment monitoring allowing you to respond quickly to key market charting indicators with the aim of reducing the potential downturn within your portfolio.

LYNDHURST MONEY - An online service which is available to all but probably best suits those clients who are not positioned on a wrap or platform and would like the benefits of online access to portfolio valuations. This service also allows you to securely enter your online banking and credit cards in order to habits and assist with budget control.

Lyndhurst are happy to assist clients of all shapes and sizes and have a service proposition that can support you through the change from “old world” to “new world” and beyond

Keywords: financial advice, Financial advisers, independent financial adviser, wealth management

Contact Lyndhurst Financial Management Limited


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