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LM Financial

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Why Choose Us
Who We Work With
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Start Your Journey

Our Story
Why Choose Us
Who We Work With
News & Insights
Get in Touch!

Client Stories

What our clients say...

grandparents with their grandchildren

3 Essential Factors to Consider if you Plan to Gift Wealth to Avoid Inheritance Tax

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money

Financial Security is the Most Important Retirement Goal for 9 in 10 Brits

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FinancialReview

3 Valuable Reasons your Financial Reviews are Important

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retired couple

Here’s why Pension Reforms Mean you Might Want to Reconsider your Retirement Plan

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We know life is not a dress rehearsal. Get planning for your best future today.

Contact Laurence:

07816 905526

Landline
01269 847015
Address
39 Bethesda Road, Tumble, Llanelli Carmarthenshire. SA14 6LL
Email
info@lmfinancial.co.uk

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Useful info

Our Approach
LM Financial is a trading style of O’Sullivan Financial Planning Ltd who is authorised and regulated by the Financial Conduct Authority (FCA).

Firm reference number 951030. This can be verified by visiting The Financial Services Register: https://register.fca.org.uk/s/. Registered in England and Wales. Registration number 11095517.
Registered address: Top Barn One, Lamport Manor, Lamport, Northampton, NN6 9HF. Tel: 01536 639 007
Corporate Values
We're no smoke and mirrors, what you see is what you get. We're honest, friendly and trustworthy and come with top-rated chartered independent status.
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