Financial services

Lubbock Fine established Lubbock Fine Financial Solutions LLP (LFFS) in October 2006 as an independent firm authorised to conduct investment business including pensions, life assurance, personal and corporate financial planning. 

The financial world is always changing and obtaining financial advice has never been more important. LFFS works closely with the partners of Lubbock Fine in order to provide a complementary service to our clients. LFFS will focus on each client’s circumstances and requirements to find appropriate solutions, prior to providing a comprehensive financial plan and service tailored to their needs.

Our clients can benefit from expert advice on the following:

• Investment planning and portfolio management
• Pre and post-retirement planning
• Tax mitigation including inheritance tax planning *
• Corporate financial planning, including employee benefits

After completing an in depth analysis of clients' aims, objectives and goals we use a number of strategies to ensure these are in alignment with a client’s wishes on an ongoing basis. Part of this process entails utilising, where appropriate, a number of platforms and wraps. We regularly research the market to ensure that the wrap accounts we use are suitable for our clients.

LFFS utilises investment accounts as an administrative service that combines, or wraps, all of a client’s investments into a single manageable account. The concept of a wrap account is administratively simple. Rather than a client accumulating numerous investments and pensions with a multiplicity of providers and investment houses, these are all managed by LFFS collectively from the outset on the selected platform(s).

The benefit of this is that our clients can receive a more efficient and valuable ongoing service as wraps are internet based platforms which provide access to a variety of products and tax wrappers. Our clients’ portfolios can be viewed online and valuations provided on a daily basis.

LFFS can therefore efficiently manage our clients’ financial affairs taking into account their specific needs and aspirations and considering changing macro economic conditions.

* Some of these products and services are not regulated by the Financial Services Authority.

Lubbock Fine Financial Solutions LLP is an appointed representative of Financial Limited, which is authorised and regulated by the Financial Services Authority FSA No: 424497.  Registered in England and Wales, Company Number: OC310826. Registered Address: Russell Bedford House, City Forum, 250 City Road, London EC1V 2QQ.