Lyndhurst Money
Put yourself back in control of your finances
- Lyndhurst Money gives you a complete picture of your entire financial life
- It makes managing your money easy
- With Lyndhurst Money you can manage and analyse your day to day spending and medium to long term investments with the comfort of full financial advice when you need it
- You can add multiple bank, credit card and savings accounts to the service and view them alongside each other for the first time
- Analyse your spending
- View your investment portfolio including ISA's, Bonds, Pensions, Oeics, Shares and other assets
- Value your Property against Nationwide and Halifax Indexes
- View your Portfolio Performance
Register for Lyndhurst Money
Lyndhurst have launched a new product to assist in the management of your bank accounts, credit cards and investments online. You may have heard or seen in the press mint.com which is a US version of the product. This UK version powered by moneyinfo is now available and we are amongst the first to offer this to our clients. The service will aggregate your bank accounts and credit cards onto a simple view only screen. It automatically analyses the majority of your spending and categorise this to help you with financial planning and budgeting, putting you back in control of your finances.
This new service powered by moneyinfo will assist new and existing clients.
If you are an existing client we could upload your current investments to the service to get you started. Your portfolio can then be viewed online with fund prices updated daily. Existing clients may also wish to grant us access to the relevant information stored on the site for efficient fact finding and better understanding of your personal circumstances for mortgage and investment recommendations.
If you are a new client you can register with us and start adding your existing assets, bank accounts, credit cards and investments to the platform. If you wish you can then ask us for advice regarding these assets and move them to the control of our wealth management service, which will not only give you free access to the tool but will also help you manage your investments effectively for tax planning, investment growth or income in retirement.
How secure is the service? All client data held on the service is encrypted and no client names, dates of birth, addresses, bank account numbers, logins or account names are displayed. The service is non transactional so no money can be moved it is view only therefore it is safer to view your bank balances and transactions than logging into the individual online banking accounts.
Further information can be found in our Brochure