“Laurence put me at ease and helped me plan my future with set goals to achieve my dream retirement.”
Client – Anon
Welcome to LM Financial Planning
Planning your next exciting chapter starts here!
We’re aware life is no rehearsal. You only get one life, and you want to make the most of it.
We’re Independent Financial Planners here to help communities across South and West Wales plan their next exciting chapter in their lives: their future.
While money isn’t everything, your finances still need to support your future plans. We understand each position is unique by building a personalised financial plan helping you on your journey for your best present and future!
Who we work with...
High Earners
We work with high earners looking to build wealth, often unsure whether to save or invest.
Business Owners
Business owners come to us looking to protect wealth, many needing a potential exit strategy.
Nearly Retired
Planning your retirement, you may be wondering if you’ve enough money for your desired lifestyle.
Retired
For the retired, many want to protect wealth and consider how to best enjoy assets.
Professionals
Perhaps you are a fellow professional needing our advice for your clients. You are in the right place!
Specialists
Are you a specialist looking for advice for your clients? Then look no further we can help!
Don't decrease the goal. Increase the effort!
LM Financial Planning
Testimonials
“I needed to review my pension arrangements to retire early. I found Laurence at LMF. He helped make it happen and provided a great service!”
Anon
Fantastic Service!
Anon
A great financial planner. Laurence really helped us set realistic goals for our dream retirement.
Anon
Start planning for your next exciting chapter, your future!
LM Financial Planning
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