Financial advice is valuable in any situation.
Significant benefits and savings could result simply by choosing the right advice about financial planning – for you and your business.
LWM Wealth offers a range of services to help you work out your financial goals and provide financial protection for your loved ones when they need it most.
Why choose LWM Wealth?
LWM Wealth guarantees a personalised service: face-to-face meetings, professional advice and recommendations tailored to your circumstances and what you want to achieve.
Whether planning your retirement, protecting your business, providing for your family or investing for potential growth, expert financial advice is invaluable.
Financial decisions impact not only your own situation but – as a parent, grandparent, son or daughter – those of your family.
Your lifestyle will guide your choices. Our services present opportunities for you to preserve and grow your wealth, to build a pension pot and help family members financially when they need it.
Talking to us may give rise to ideas you hadn’t previously considered. You’ll gain a clearer understanding of the types of pensions and investments you can put your money into – and a guide to what income you may receive.
You’ll benefit from years of experience. Ray has worked in the financial services industry for over 28 years advising clients on how to make the most from their pensions and investments. We listen carefully to your needs and put together a financial plan which best protects your best interests while reducing risk.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Helping loved ones financially
Many of us took for granted as young adults that we would save for a deposit, get a mortgage and buy a house. It’s less straightforward for young people today and if you’d like to help loved ones step on to the property ladder, we can advise how to do so without compromising your own financial situation.
LWM Wealth is here to to help you plan your finances to provide financial security for you in the long term whilst preserving what’s possible to pass on to your loved ones to inherit.
Done properly, with specialist advice, financial planning can make a wealth of difference to a person’s life. Our services are here to help you make the most of your finances now and in the future.
You continue to receive our support through regular reviews of your plans to make them relevant to your life goals and circumstances, whenever they may change.
Find out how LWM Wealth can help you look after your family and business finances.
Call us today to ask about a bespoke plan based on your individual circumstances.
Phone LWM Wealth on 01925 320 133.