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
LFFS utilises an investment account 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 accumulate numerous investments and pensions with a multiplicity of providers and investment houses, these are all managed by LFFS collectively from the outset on the one platform.
The benefit of this is that our clients can receive a more efficient and valuable ongoing service. The wrap, which is an internet based platform, provides access to a variety of products and tax wrappers and our clients’ portfolios can be viewed and valuations provided on a daily basis. LFFS can efficiently manage our clients’ financial affairs taking into account their specific needs, objectives and aspirations and changing macro economic conditions.
If you are interested in discussing financial planning options, please email Neville Pereira.
LFFS is an appointed representative of City Gate Money Managers Ltd which is authorised and regulated by the Financial Services Authority.