A note from Lucy – October 2022
Lucy Byrom – Operations Manager
I can’t quite believe my last Longhurst update was three months ago, this year is absolutely flying by.
To think the next one I write will be the start of 2023 is quite frankly scary (but also very exciting – as it’ll be the year of my wedding in Cyprus!)
As always, a lot of change has happened within Longhurst over the past three months, which I’m pleased to update you on below.
Money Marketing Awards
Longhurst received two ‘Highly Commended’ second place positions at the Money Marketing 2022 awards, in the following categories:
- Next Generation Advice Firm of the Year, and
- Small Advice Firm of the Year
The judges’ comments reflected the hard work we’ve put in to developing an award-winning client engagement programme, and that in any other year would have picked up the top prize in both categories.
We are proud to have received two second place positions and the judge’s feedback – we’ll be back next year to try again!
Project Longhurst
Something that sits at the core of our ‘Why’ here at Longhurst is giving back to causes, people, and communities that mean something to us.
So far this year we’ve donated in excess of £3,000.
This can be evidenced by our donations towards the fund-raising activities of our colleagues, clients, and professional connections.
As well as our reactionary donations to causes that suddenly appear (Ukraine) or ones that tug at our heart strings (an animal charity, for example).
But, we want to do more, and we want to do it in a more structured and publicly documented way.
And so, over the coming quarter we will be announcing our new corporate charitable good-giving programme, which will be known as PROJECT LONGHURST.
With the phenomenal support of our-house good giving adviser, Randi Weaver, we look forward to sharing Project Longhurst with you very soon.
Growth of our private office service – called Legacy®
Wealth is like a river. With care it becomes multi-generational.
Through the fantastic introductions of our external professional partners, we continue to be introduced to successful households and families, all of whom share similar wealth management requirements focusing on sustaining and protecting their sizable estates, whilst ensuring their financial and personal legacies are passed down to future generations.
This has seen a rise in clients subscribing to our private office service called Legacy®.
Legacy® provides you with the right tools to truly understand how a river keeper must act if you are to enable your river to widen and deepen down to your children’s children, or to the causes that matter most to you.
This service incorporates our clients’ other professional advisers, and provides significant value for money when compared against the city wealth managers and financial institutions.
For more information on Legacy® please view = https://longhurst.co.uk/legacy/
Cyber Essentials Application
To ensure our business remains protected against external attacks, and to make sure we are being held accountable for how we handle our client data, we have embarked on a Cyber Essentials application.
For those who aren’t aware, Cyber Essentials is a Government backed scheme that will help to protect our organisation against a whole range of the most common cyber-attacks.
We’re putting this in place so we (and therefore, you) can feel even more confident in respect of data protection, but also to give our organisation an extra layer of cyber security so the whole team feels even more protected.
Any questions
As I sign off my fourth article for Longhurst, I just want to say that if you have any questions in relation to any of the above, please do not hesitate to get in contact with me or one of the team.
