About LFWM
Welcome to Lubbock Fine Wealth Management (LFWM), the wealth management and financial planning team of Lubbock Fine.
Established in 2006 and based in the heart of the City of London, we help private clients and businesses to preserve and grow their wealth.
We offer unbiased and independent financial advice that is based on a comprehensive assessment of your needs, concerns and objectives. As your advisers, we'll consider every aspect of your circumstances to gain a full picture of your financial position. Our advice will always include a fair and comprehensive analysis of the whole market.
We also work closely with the team at Lubbock Fine, combining our expertise to provide you with a fully holistic service.
The way we work is guided by our core principles.
Unbiased advice
As independent advisers, our advice is always impartial, based solely on your best interests. We recommend suitable financial products in line with your specific individual needs and objectives, after reviewing a broad range of options from across the whole market.
Professional advisers
All our financial planners are highly qualified dedicated professionals. We emphasise ongoing training and development to ensure our advisers keep up to date with ever-changing legislation.
Highly personalised
We'll take the time to get to know you and understand your unique requirements. This enables us to create financial planning solutions tailored to your needs and objectives.
Long-term focus
We're committed to building and preserving your wealth over the long term, so that family assets can be passed onto future generations in a tax-efficient manner.
Risk and performance oversight
We follow a disciplined approach with regular monitoring, to ensure our investment portfolios always operate within risk limits and produce strong risk-adjusted returns.
It's important to note the value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.
The Financial Conduct Authority does not regulate Tax and Estate Planning.
Together, we'll build a bespoke financial plan and help you achieve your future goals. Take a look at our services to find out how we can help you ease your mind on what matters the most to you.
With a friendly approach, expert knowledge and strong commercial acumen, our advisers are here to help.
