About Us

With over 30 years experience in financial planning, we help private individuals and businesses recognise their financial priorities and develop goals to work towards achieving financial independence and security.

We create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our qualified professionals would be glad to help. 

We analyse your goals and compare them to your current portfolio, explaining the different ways we can help and presenting a clear 

fee structure. Then we recommend an investment strategy 

designed to meet your preferred level of risk.

Our team is comprised of people with different kinds of finance experience, but we all have this in common - a commitment to ethics and integrity. 

LWM Wealth Ltd is an appointed representative of Libertas Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority, FCA number 684341.

LWM Wealth Ltd is registered in England and Wales no 10475013 

 The Financial Conduct Authority does not regulate estate and tax planning