Lubbock Fine Wealth Management LLP (LFWM) is the financial planning arm of Lubbock Fine Chartered Accountants. The business was established in 2006 and looks after clients at all stages of their life.
LFWM provides independent financial advice which focuses on your individual circumstances. As we are independent, we review and research the total marketplace to ensure we find suitable solutions for your goals and objectives.
LFWM offers a holistic financial planning service which includes:
- Financial review service
- Pre & post retirement planning
- Tax mitigation strategies
- Estate planning
- Cash Flow planning
- Protection solutions
We work closely with third party investment managers to ensure your money is invested by professionals who sole job is to manage client’s money. Further information on some of LFWM’s services can be found on the corresponding pages.
Free financial healthcheck
We offer a no obligation first meeting where we can meet and discuss your needs and how we can help you achieve your goals and objectives. To arrange this please call our team on 0207 490 7766 or email Andrew Tricker at firstname.lastname@example.org.
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