Save the date: Lyndhurst Financial Management are hosting their fourth personal finance conference

Further to yet another year of hugely positive client feedback, Lyndhurst Financial Management are excited to announce their fourth annual conference, to be held at Rothamsted Research Conference Centre on Friday, October 20.

Lyndhurst's Conference this year is a follow-up to last year's intergenerational theme which was so well-received but with a different spread of subjects within intergenerational planning and long-term planning. 

Adam Cook, Lyndhurst Financial Management's Operations Director told Nub News: "We very much value the feedback we receive from clients and the overwhelmingly positive feedback from last year's conference and the topics discussed mean we are coming back stronger with our 2023 conference, centred around the same theme of intergenerational wealth transfer and protecting your wealth and estate. 

"Our conference is not just about the technical information and the generation of great forward thinking financial planning ideas, it is also an opportunity for more of our Lyndhurst family to meet with our clients and get to know them better, particularly this year, as we welcome the clients formally of Herts and Essex Financial Services Limited for the first time, who recently joined us with Veryl Joe their long-standing financial adviser."

To book your tickets, please email Sarah Quiggin with your name and contact details and any dietary requirements to [email protected]

FOURTH HARPENDEN PERSONAL FINANCE CONFERENCE 

Uncertainty has become part of all our lives over recent years. 

The pandemic, war in Ukraine, political turmoil and climate change concerns have been, and continue to be, constantly in the news and affect our lives daily. The global and UK economy have inevitably not escaped this instability and there remains uncertainty in terms of recession, inflation and mortgage rates.

Lyndhurst say: "Our intention is that in these uncertain times the messages to come from our speakers will offer reassurance and outline the solutions we use which are based on experience, depth of knowledge, and good and secure relationships with established providers."

Lyndhurst's recent nomination and short-listing as Investment Adviser of the Year in the 2023 Investment Life and Pensions Moneyfacts awards is testament to the growing strength of the Lyndhurst name and investment proposition which has enabled us to line up some particularly prestigious and inspirational speakers for this year's Conference:

Cherry Reynard: Award-winning news and features journalist, specialising in investment journalism and finance topics

Max McKechnie: Global Market Strategist at J.P. Morgan Asset Management

Billy Brown: Strategic Relationship Director at Triple Point

Paula Butterworth: Partner at Rayden solicitors

Sarah Albury: Of Counsel, Mishcon de Reya LLP

Mitesh Sheth MBE: Chief investment officer for multi-asset at Newton Investment management

See Nub News next week for more on the topics to be discussed.

Founded in 1992 Lyndhurst Financial Management has grown to become one of the leading independent financial planning and advisory firms in Hertfordshire. We help our clients at all stages of their financial journey, our highly qualified team work with them to achieve their financial goals in life

FOURTH HARPENDEN PERSONAL FINANCE CONFERENCE 

The value of advice in ensuring our security and that of future generations

Conference held at – Rothamsted Research Conference Centre

Conference Date – Friday, October 20, 2023

Conference Time – 845am to 130pm – Buffet lunch included

BOOK EARLY TO AVOID DISAPPOINTMENT

We would like to give our clients and friends of Lyndhurst an opportunity to book tickets before we open up availability to the public at the beginning of October. You are also welcome to bring guests; just let us know when you book.

Tickets are free of charge for clients and their guests.

To book your tickets, please email Sarah Quiggin with your name and contact details and any dietary requirements to [email protected]

Registration for the conference is from 8:45am to 9:15am and a complimentary buffet lunch will be provided around 1:00pm to 130pm.

Lyndhurst very much look forward to welcoming you on October 20.

Lyndhurst Financial Management Limited

Lyndhurst House, High Street, Harpenden, Herts. AL5 2RT.

Tel: 01582 715777         

Fax: 01582 462111