ALREADY RETIRED

Are you happily retired?
Or are you concerned that money is running out?

Life doesn’t slow down after retirement. You may well be busier than ever before, enjoying new hobbies, holidays or time spent with your loved ones. Ensuring your income can support you for the rest of your life and requires careful planning.

New financial concerns come into play when you hit your retirement. People receive a lump sum, from a Final Salary pension or inheritance, and want to ensure the money is put to good use. Perhaps you are pondering later life and what will happen to loved ones after you’re gone. If you want to leave a financial legacy behind, now is the time.

Laurence, our Chartered Financial Planner, has years’ experience of working with people who are already retired. His passion for people, combined with his financial expertise will help you to align your money with your aspirations.

We will help you...

 

  • Discover your hopes and dreams for the rest of your retirement, and create a plan that ensures you’re on track to achieve them
  • Ensure you’re spending and saving in sustainable way for the rest of your life
  • Improve your financial arrangements so your capital is working hard for you
  • Mitigate Inheritance Tax, so more of your money is left to your family
  • Leave a meaningful legacy behind for loved ones, in accordance with your wishes

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