NEARLY RETIRED

Do you think you can afford to do everything you want to do in your twilight years?

Whether retirement is 3 or twenty-three years away, the thought of giving up work for good one day can be as scary as well as exciting. There’s so much to do and see,  and achieve. This being said, your ability to  may feel like it hangs on one reach retirement seems to lead you to one important question: “Can I afford to live the way I want to?”.

If you have built up a certain level of wealth over the years, its exact value, and what sort of lifestyle that could provide, is likely an unknown quantity. Life doesn’t stop when you leave the world of work. You want to enjoy that freedom to the full.

Laurence, our Chartered Financial Planner, has many years’ experience of working with the nearly retired. His passion for people and financial planning expertise, gives you a way to plan for your best future, aligning money with aspirations.

We will help you...

 

  • Establish your hopes and dreams for retirement, whether that’s to travel the world or simply enjoy the freedom of life beyond work
  • Calculate how much income you will need in retirement in order to achieve your goals
  • Understand the value of your pensions, savings and investments, and what this means for your future
  • Improve your financial arrangements to ensure your capital is working as hard as it can for you
  • Achieve the confidence to cross the retirement finish line, safe in the knowledge that you will be able to live the life you want and achieve the things you’ve always wanted to

Success isn't just about what you accomplish in your life. It's about enjoying a life well lived.

– LM Financial Planning

Why We are Different

A handful of values run through all that we do, giving us these 5 characteristics.

There are many reasons to choose LM Financial Planning to be your trusted financial planning firm. For a start, we’re different from many financial planners. Our expertise, accreditations, and track record of happy clients speak for themselves – and so do our handful of values that run through all that we do and our affordable fees.

Our core message is simple.  We are in the business of turning challenges on their head. Whether that’s providing businesses, high net worth individuals, retirees with the help they need to create a live well lived. Our focus is not on your money but what your money can do for you.

A Small Independent

Many financial planning companies are run by huge, faceless corporations but not LM Financial Planning. We are all about friendly independent financial planning services led by chartered financial planner Laurence Murphy, named top-rated advisor by The Times for 5 years running.

Bespoke Advice

With no hidden agendas or connections with other financial firms ours is a genuinely tailored to you service – where we do lifestyle planning to understand your goals and dreams in order to plan your ideal future.

A Personal Touch

While local companies claim to offer the same as us, they don’t offer our personalised approach, our customers love and trust.

Top Rated

We help clients plan for their futures with top rated status (voted top advisor by The Times 5 years in a row) with proactive advice where we focus on the person first.

Director Led

With LMF, what you see is what you get and what you get is added value advice. Our trustworthy director led service, means director Laurence Murphy, a Chartered Certified Financial Planner, the highest qualification and testimony to our credibility will always go the extra mile for you.

``The best thing money can buy is financial freedom.``

– 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!”

– regular customer

“Laurence put me at ease and helped me plan my future with set goals to achieve my dream retirement.”

– regular customer

Fancy a Cuppa?

Get in touch with our director Laurence for an informal chat over a cuppa with no obligation to you. Get in touch on the button below.

Let’s Talk