OUR STORY

The best form of wealth is financial freedom.

Our Financial Planner, Laurence Murphy, has been working in financial services for more than a decade. As a Chartered Financial Planner (CII), a Fellow of the Personal Finance Society (PFS), and a Member of the Chartered Institute of Securities and Investment (CISI), Laurence is amongst the UK’s top financial professionals.

Laurence set up LM Financial Planning to provide a full financial planning and investment management service for business owners and people on either side of retirement. Laurence lives in Tumble in Carmarthenshrie with his wife and two children and has been advising clients for over a decade.

What’s your story? >

The Team

LM Financial Planning works hard to make your dreams a reality, with sound financial advice and friendly professional service. Your future and finances are our focus – what your money can do for you, first and foremost.

Led by director and Chartered Financial Planner Laurence Murphy FPFS, we are a safe pair of hands for all your personal and commercial financial planning needs.

Laurence Murphy

Laurence has worked in financial services for many years and is a Chartered Financial Planner and Fellow of Personal Finance Society. Laurence holds Certified Financial Planner TM Certification from Chartered Institute for Securities & Investments (CISI), the highest global certification available to financial planners in the UK today.

Request a chat>

We will help you...

 

  • Build wealth as a business owner
  • establish personal goals
  • make sound investments
  • ensure your assets are working hard for you
  • value your pensions and other assets
  • create a plan that fits your lifestyle needs
  • advise clients if you are a fellow professional
  • help you realise your dream retirements!

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

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. 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.``

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