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!
Drop us a message and we will be back in touch after you contact us, within a day.
Address: 39 Bethesda Road, Tumble, Llanelli Carmarthenshire. SA14 6LL.
m: 07816 905526
t: 01269847015
e: laurence@lmfinancial.co.uk
Or simply book a meeting below!
Traditionally, financial planning has been all about explaining a range of products and then selecting one that best fits the clients. But that’s not us!
We don’t do things the old way, we use chartered and certified expertise to do lifestyle financial planning where the product is not the focus, but the client is, and more importantly, their goals and dreams for the future. While you may have a bunch of different conflicting dreams, you can use our lifestyle financial planning services to work out how to use your resources to create a life well lived.
We don’t answer to shareholders, nor do we have a vested interest in pushing products. We are independent financial advisors, and our promise is to work for you and to tailor the advice, to be as unique as you are. Why not get in touch with Laurence our CEO – you can also check him out on Voucher For!
In a nutshell, we don’t push products, but we do focus on your goals and tailor to those. As a member of the Chartered Institute of Financial Planners, the industry goal standard, advice we give you is of the very best quality in the UK, based on your circumstances and provided by a member of our team with the right level of competency. Contact us!