Lyncombe Network Services & Benefits

Your Pre-Built Proposition

enquiries@lyncombeconsultants.co.uk 01565 658 840Contents

The Network Built For You.

Get in touch to start your journey today.

A modern proposition, that meets today's landscape.

Enabling you to focus exclusively on client advice and service, knowing that the initial and on-going full research, due diligence and design decisions have been made by our industry experts.

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So much more than a network…

Why do so many firms choose a pre-built proposition?

Our mission objectives and what we can learn from this report

Centralised research conducted by industry experts, covering all elements of due diligence and design for your Advice Proposition, covering:

Portfolios & funds
Platforms
Providers
WOM where pre-built is not beneficial
to your clients
An opportunity to become an equity partner through our Equity Participation Scheme

We continually research the whole market to build a compelling proposition with a mixture of panel and whole of market providers across all advice areas, delivering extra value for your clients from negotiated discounted terms not available to individual firms.

Critically, we deliver a comprehensive range of fully risk managed investment solutions for active, passive, sustainable and income vehicles via a range of different investment solution types.

Network Benefits

Our Proposition

PBO & Succession

#BuiltForYou

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We support your advisory business at every stage of the authorisation process and beyond.

Proposition Support

Centralised research conducted by industry experts, covering all elements of due diligence and design for your Advice Proposition.

This includes design, documentation, best practice and ensuring regulatory standards are met, in line with your clients' expectations.

Novation & Agencies

Our specialist novation team works closely with all providers, understanding the necessary requirements to ensure a smooth transition, with minimal disturbance to you, your clients and your ongoing revenue.

iO Support & Data Migration

We deliver in-house, bespoke iO training, tailored to meet your needs, alongside a dedicated support team.

We also offer a robust and personal migration support service, to manage the import of your existing client data, ensuring the least possible disruption to your business.

Case Review and T&C

In addition to proactive technical support, you will also receive regular, tailored 1:1 reviews with your individually assigned T&C Supervisor, which will give you the reassurance that you can concentrate on delivering high quality advice.

We offer a pragmatic, risk-based approach to case review and the ability to contact case checkers ensures the transparency of review decisions.

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All Inclusive Regulatory Model

The ASHL group leverages it's scale to deliver a beneficial underwriting arrangement specifically to benefit members of our pre-built proposition. This aim of which is to deliver peace of mind with regards to protection and crucially, no requirement for run-off cover.

Fee & Commission Income

Our Adviser Pay team will be your dedicated point of contact to ensure commission is paid to you weekly, without delay. Ongoing support is available.

You aren’t just a number; you are a key component of a community of financial advisers.

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Consumer Duty Expertise

Our pre-built proposition delivers on the Consumer Duty requirements and our in-house experts deliver regular, step-by-step guidance around the critical and numerous regulatory requirements, in the form of communications, training and live events, to ensure that you remain informed and compliant.

Marketing Support

You will have access to a suite of marketing support services, including client facing materials (brochures, guides, newsletters) as well as bespoke support on such areas as advertising, website development, SEO and more.

Development Programme

You will have access to in excess of 100 hours of technical, regulatory and business development related CPD annually.

Through face-to-face and virtual events, regular webinars, interactive sessions and a historical content repository, you can be confident that you meet ongoing regulatory commitments.

All CPD event attendance is credited through an online platform.

Business Development

Dedicated support focused on Increasing revenue:

Succession Planning
Graduate recruitment
Practice Buyout
Adviser Academy for new and experienced advisers
Sales skills

Our network Principals are only too willing to share best practice tips with members of the network community.

Leveraging the support of a network allows us to do the thing we love the most, which is face to face client work.

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Share our vision, join our community, stay ahead
of the curve.

What that means for you.

Our Commitment To You

We want you to focus on what’s really important, your clients.

With Lyncombe you’ll get real people to talk to and a peer to peer style working culture. One which values professionalism, expertise, experience and integrity.

Stuart Cresswell, Commercial Director, ASHL Group

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Rockhold Asset Management was established to design and oversee investment solutions. Keeping them under constant review with the aim of helping your clients achieve their investment objectives.

Rockhold forms the core investment proposition for our pre-built proposition

Rockhold’s core values are transparency, fair charges, and choice. We offer advisers investment expertise and robust governance. Our engagements are consultative and flexible.

Designed with a risk managed approach we ensure that Rockhold portfolios will remain consistent with your advice, aligned to your client’s risk profile, and fulfil their investment goals over time.

No matter which proposition you choose, as a Rockhold partner you will have access to internal and client facing support material, including investment updates, website support, dual-branded adviser and client-facing material.

Take Hold Of Your Future

Rockhold is just perfect for use with our clients. The story behind the construction and management is first rate.

Joe Jackson - Spiritus Wealth

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Evolution, not revolution.

As at February 2024

£1.37bn

Assets Under Management

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Futureproof your business

Through our national model LYNC Wealth Management, we can provide routes to exit that deliver a consistent and protected client journey, along with providing robust foundations for the successful recruitment of talent, either externally or from within your advice practice.

Through the ASHL Adviser Development Academy, you can protect your firm's business model by attracting the right talent for your business, providing them with a route to competency and beyond.

Our proven track record gives you the reassurance that the training given is of an industry leading standard.