OTHER PROFESSIONALS

Are your clients looking for professional advice?

We are built on trust and transparency, we don’t believe in smoke and mirrors, what you see if what you get. We have our clients’ best interests at heart and are not affiliated to any other financial companies or products.

We provide bespoke advice to our clients that enables to have the life they have always wanted.

We regularly work with other professionals, such as accountants and solicitors, to ensure that their clients too get a fully rounded and cohesive financial plan for their future.

If you could like to see how we could work together to benefit your clients, get in touch with Laurence today.

We will help your clients

 

  • Establish hopes and dreams for retirement, whether that’s travel or freedom of life beyond work
  • Calculate income needed in that retirement to achieve goals
  • Understand value of your pensions, savings, investments, and what this means
  • Improve financial arrangements to ensure capital is working as hard as it can

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.``

– LMFinancial

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