Lyndhurst money is a guidance and support service which provides help and support prior to any specific regulated product recommendations. It is designed to be the first entry point for clients who may require some guidance on how to make their money work better for them.
Lyndhurst Money service provides
- Help to set your goals and objectives and identify what you are doing well and areas that you could work on to improve your chances of meeting your targets. This will support your lifetime cash flow forecast which is produced and maintained on an annual basis or when you have a significant life event.
- Access to your secure online client portal where you can store your financial documents and if required share these with your financial adviser. The portal will also have access to articles and guides with topics relevant to you.
- Helping you to understand investment risk and analyse the risk of your current investments.
- Consideration of your personal protection products and company benefits package and how these may benefit you.
- Review your cash savings, recognising, building and maintaining a suitable emergency fund.
- Consideration of your personal pension and company pension arrangements.
- Estate planning considerations such as your Will, Lasting Powers of Attorney.
- Understanding your mortgage, renewal dates and access to our current mortgage rate tool.
What we won’t do
- We won’t offer specific product recommendations until such time as you instruct us to do so. Additional charges may apply for our full financial advice services and will be explained before any additional work is carried out or charges are applied.
