“I highly recommend LMFinancial for planning your retirement!”
Anon
Who We Work With
Planning your next exciting chapter starts here!
At LM Financial Planning, we help people plan for their best futures, it’s what we are here for. And while there’s nothing fabulous about a financial product, what they do for you is. We work predominantly with people in South and West Wales, including those in Carmarthenshire, Pembrokeshire and Ceredigion. The majority of the people we work with fall under one of the following categories:
- High earners looking to build wealth
- Business owners looking after their wealth /exit strategy
- People planning their retirement
- Retired people looking to maxmise on their retirement/legacy
- Professionals seeking specialist advice for clients
For an informal chat about your options, why not contact us on Let’s Talk!
High Earners
We’ll help you as a high earner to build your wealth making the best choices on savings and investments.
Business Owners
We’ll secure a successful financial future for you, your family and the business you’ve worked so hard for.
Nearly Retired
We’ll ensure you have the financial means to enjoy the freedom of retirement to the full.
Retired
We’ll help you to enjoy your money, both now and in later life, in a way that is purposeful yet sustainable.
Professionals
We’ll help you as a fellow professional with advising your clients with our top-rated advice.
Specialists
If you are 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
Laurence put me at ease and helped me plan my future with set goals to achieve my dream retirement.
Anon
Fantastic Service!
Anon
A great financial planner. Laurence really helped us set realistic goals for our dream retirement.
Jon Jones
Start planning for your next exciting chapter, your future!
– LM Financial Planning
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