By Sam Whybrow, Lubbock Fine Wealth Management LLP
The team at Lubbock Fine Wealth Management is thrilled to have been selected as one of the UK’s top 100 financial planning firms by respected professional magazine, New Model Adviser.
To be ranked a UK Top 100 firm demonstrates that Lubbock Fine Wealth Management can now be regarded as one of the movers and shakers in the profession. Our financial services director, Neville Pereira, was justifiably pleased with the accolade, describing how: “this is recognition for many years of hard work in building a highly regarded business; for the technical quality of our advice, our fee transparency and the exemplary service and commitment that we offer our clients.”
The top 100 firms were chosen using a methodology approved by actuaries AKG. New Model Adviser editor, Alex Steger, said: “Far more companies applied to be considered for the list than last year, but this is not just any old 100. The list we have arrived at showcases 100 firms at the top of their game. This is not to say they are all the same but what (they) all have in common is a strong commitment to the profession, be it through individuals’ qualifications and memberships or the firm’s work with the wider planning community.”
At LFWM, we combine every aspect of a client’s tax position and finances with lifetime cash flow planning to offer a fully holistic service and to ensure that each client is financially more affluent and achieves meaningful goals in life. With the benefit of real time information and by working in tandem with Lubbock Fine Chartered Accountants, we offer a highly personalised client service.
We are constantly reviewing and expanding the services that we offer our clients. To read more about these services and how we could assist you with your own financial planning, click here.
What's more, as part of our ongoing commitment to client care, Lubbock Fine Wealth Management is offering you the opportunity of a ‘no obligation’ financial health check with a free, half hour initial meeting. Click here for further details.
If you have any questions or if you would like to take advantage of our free initial financial health check, please do get in touch with me or any one of the LFWM team.
We are dedicated to remaining at the cutting edge of our profession and will continue to strive for excellence in everything we do for our clients.
firstname.lastname@example.org. 020 7490 7766.