Wealth Management and Financial Planning Services
Whatever your financial goals or stage of life, we’ll help you build a financial plan that works for you.
Pensions
Whether you’re just starting to think about saving for retirement, or reaching retirement and unsure of how to draw funds, LMC Wealth can help:
Plan the most suitable Pension options for you.
Help consolidate your pensions from different schemes.
Explain your Pension options at retirement.
Plan for the level of income you want in retirement.
Access an award winning investment platform and matrix of funds.
Wealth Management
LMC Wealth will review your current investments, identify areas for improvement, and help you implement an investment portfolio that aligns with your financial plan.
As we structure your portfolio to work in tandem with the rest of your financial life, we’ll take into account your tolerance for risk, time to retirement, and goals for the future.
Investments
The LMC Wealth approach emphasises a full understanding of your financial needs and aspirations, allowing us to tailor a highly bespoke plan to:
Help you calculate how much you need to invest.
Choose a plan that integrates with your goals and values.
Manage the financial plan in a tax efficient manner.
Monitor your investments regularly to keep your plan on track.
Protecting Wealth
Defining what you want your legacy to be, requires diligent planning in order to succeed. Having worked hard to acquire your current financial position, it’s important to hold onto what you’ve built.
Our adviser will help you strategise to:
Mitigate any Inheritance Tax liabilities.
Protect the value of your estate for the benefit of your family.
Implement suitable insurance policies.
Inheritance Tax Planning & Estate Planning are not regulated by the Financial Conduct Authority.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.