Lambert Roper & Horsfield Limited Accountants Calderdale, Huddersfield
Business Services

Most businesses are very good at providing the products and services that their customers need – but running a business involves much more than that.

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Private Clients

The financial world is a complicated place and there are times when you’ll need some expert help.

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Wealth Management

When it comes to your finances, taking time out to seek expert advice is always a wise investment.

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Specialist Services

We also provide specialist services to a range of other clients.

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About Lambert Roper & Horsfield Limited


Taking care of you and your finances

When it comes to your finances, taking time out to seek expert advice is always a wise investment.

The better care you take of your money now, the better it will be able to take care of you in the future – and the good news is that there is never a bad time to start thinking about your finances.

At LRH Wealth Management, we offer you access to the wide-ranging knowledge and expertise of our consultants to look after all aspects of your financial life.

Because we look at the big picture when it comes to your finances – both business and personal – we are ideally placed to provide expert advice and identify solutions that are right for you, at every stage of your financial life.

Global best practice has consistently identified professional financial planning as the key to delivering value to clients – not market timing or stock selection.

So often investors chase today’s best sector, fund or star fund manager. Rarely do these produce consistent returns year after year. Investing in a fund that is already performing strongly will almost certainly cost you dear. A recent study* has found that trying to jump on an investment bandwagon costs an investor on average 1.2 percentage points a year, because they mistimed the market.

Today, modern financial management is all about financial planning – with you, the client, at its core. LRH Wealth Management provides a financial planning service based on ‘Cashflow modelling’ and is underpinned by independent financial advice on personal and corporate investment, pensions, protection, and inheritance tax planning.

In creating a financial plan, we use a six-stage process that includes the initial discovery meeting and our detailed research to find suitable investment options. This is followed by reports, financial health checks and forecasts and then our recommendations, implementation and regular on-going reviews.

To find out more about how we can help you, please contact LRH accountants in Calderdale.

* The research from Cass Business School uses Investment Management Association (IMA) data from 1992 to 2009. The study shows investors who chase returns – investing more money following periods of strong market performance and withdrawing less following periods of weaker performance – will generate a return 20 per cent lower than could have been achieved from a simple buy and hold strategy over the same period.

The New LRH Client Portal


We are delighted to announce that the LRH client portal (powered by Onvio, a Thomson Reuters company) is now fully operational… Continue reading →

Get in touch!


Telephone: 01422 360788

Email: mail@lrh.co.uk

 

Latest News

Government to launch new local lockdown grants

September 14th, 2020

Businesses that are required to shut due to local lockdowns could be entitled to claim up to £1,500 in grant funding every three weeks for each premises that is closed.

The new grant funding has been created to support those businesses that are adversely affected by local restrictions, which are being imposed in areas with high incidences of the Coronavirus.

Under the new scheme:

  • If a business occupies premises with a rateable value less than £51,000 or occupies property or part of a property subject to an annual rent or mortgage payment of less than £51,000, it will receive £1,000.
  • If a business occupies premises with a rateable value of exactly £51,000 or above or occupies property or part of a property subject to an annual rent or mortgage payment of exactly £51,000 or above, it will receive £1,500.

Unfortunately, any businesses still closed at a national level, such as nightclubs, will not be eligible for this funding.

The new grants will be delivered by local authorities, who will be responsible for distributing the grants to businesses in circumstances where they are closed due to local interventions. Local authorities are being given the discretion to determine additional eligibility criteria should it be deemed necessary.

These new grants can be used alongside other support, but as with other COVID grants funding from this new initiative will be treated as taxable income.

Further details of this new grant are yet to be published by either the Government or local authorities. We will try and bring you updates on this new scheme as and when they emerge.

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