Lyndhurst Launch Enhancements to their Hybrid Advice Model in Hitchin

Hybrid advice blends the human touch with digitisation and automation, to create an efficient advice experience the customer would want and expect from their advice firm, particularly following the pandemic where familiarity with digital has increased significantly.

Lyndhurst has always had a significant focus on our technology solutions to support our personal advice process.

Until recently these have been mainly focused around 'back office' systems which allow us to effectively record, access and report on client data to meet regulatory requirements.

In recent years we have launched a client portal that allows us to present digital documentation from our back office to clients for digital approval and securely message clients to assist in ease and speed of processing paperwork which was incredibly valuable during the pandemic.

New for 2022

Building on the success of our client portal and "front office" solutions we are launching a major enhancement to our client portal and client engagement process.

Client Portal

Our new client portal is not only available in a web browser on PC, Mac or Phones and Tablets but also as an App from App Store or Google Play. This enhances the ease of use and message alerts, putting you in closer reach to your financial adviser and support staff in a secure environment.

In addition, you can now upload and store your own digital documents to our client portal securely.

This might be copies of bills and financial paperwork, documents to be accessed in case of emergency, or regular statements received for investments that you hold outside of Lyndhurst's control but wish to share with us so our advisers can better understand your full financial situation.

You can choose which documents to share with us and which to store on our portal privately for your view only.

We find many of our clients enjoy reading the financial press and articles relating to finance or lifestyle that is reflective of their current position on life's journey.

We have partnered with a firm to deliver this content directly into your secure Lyndhurst client portal.

You will find regular and relevant news articles in your portal alongside our own newsletter and posts.

As you might come to expect, you can also view the plans and investments that we manage for you including up to date valuation data for the majority of holdings.

It even links to a property valuation service to keep your property value up to date.

Client Engagement – Lyndhurst Smart Planning

We recognise in a busy world it can be difficult to synchronise diaries to book appointments and can often lead to much back and forth to find a suitable date that meets both parties.

To combat this, we have a digital diary system that will help you get in touch with us and help you book the most appropriate meeting type, location and time for you.

It will also help you complete any necessary information before the meeting to ensure the meeting maximises the time spent understanding your personal situation rather than completing paperwork.

Answering a few short questions will put you in touch with the next available adviser and you will have direct access to their diary to book a phone call, virtual meeting or a face to face meeting as your circumstances and preferences dictate.

There is no waiting for callbacks to book appointments, it can be done online, efficiently and accessed outside of normal office hours (although meetings take place during office hours).

Any paperwork required for the meeting can be completed using a short dynamic online question set that only collects information relevant to the meeting.

This can be completed in your own time and does not take up valuable time in the meeting and impact the time an adviser can spend with you listening to your story.

We have found our clients value talking through ideas with our advisers and we love listening to our client's stories and helping them to make better financial decisions.

Adam Cook Operations Director at Lyndhurst says: "I am excited to be launching this service as it will lead to better financial wellbeing for our clients.

"It will enable our advisers and servicing team to better prepare for meetings and free up more time to spend with clients understanding how they feel about their finances and providing financial peace of mind."

Understanding your assets, liabilities, investments, savings, income and expenditure is helpful and the more we know the more options we can consider to help you.

However, what is really important is listening and understanding your wishes, needs, goals and objectives and that is often something a digital system cannot record.

This is why we believe in our Hybrid Advice Model blending efficiencies in technology with a human touch to achieve the best outcomes for our clients.

If you are interested in speaking with an adviser please GET IN TOUCH.