Lubbock Fine Wealth Management LLP (LFWM) is the wealth management arm of Lubbock Fine Chartered Accountants. It was established in 2006.
LFWM provides independent financial advice which focuses on each individual client’s circumstances to design appropriate solutions which are tailored to their specific objectives and requirements.
LFWM offers a holistic financial planning service which includes:
- Financial review service
- Pre & post retirement planning
- Investment planning, risk analysis & portfolio management
- Tax mitigation strategies (including estate planning)
- Protection planning
LFWM offers three distinct client service propositions, incorporating advice provided on a fee basis. This can include either a time-costed analysis or a fee based on a percentage of assets under our management.
Further information on some of LFWM’s services can be found on the corresponding pages.
Free financial healthcheck
If you would like a 'no obligation' complimentary consultation, without an initial fee, please click here for more information or contact a member of our team.
Lubbock Fine Wealth Management LLP is authorised and regulated by the Financial Conduct Authority (FCA) No: 707296. Registered in England and Wales, Company Number: OC310826. Registered Address: Paternoster House, 65 St Paul's Churchyard, London EC4M 8AB.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk