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  • Our Story
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Start Your Journey
  • Our Story
  • Why Choose LM Financial
    • Meet Laurence
    • Testimonials
  • Who We Work With
    • Tax Planning for High Earners
    • Businesses & Wealth Planning
    • Nearly Retired: Retirement Planning
    • Retired: Wealth Preservation/Retirement Income
    • Professionals: Financial Planning
  • News & Insights
  • Get in Touch!
    • Contact
    • Privacy Policy
    • Cookie Policy

Tag Archives: client stories

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  2. Entries tagged with "client stories"

a hand holding bank notes

2 upcoming ISA changes you should be aware of

BlogBy adminAugust 22, 2026Leave a comment

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Back to school: How to build a nest egg to fund your children’s education

BlogBy adminAugust 22, 2026Leave a comment

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A man reviewing stock market movements on a laptop.

Investment market update: July 2026

BlogBy adminAugust 20, 2026Leave a comment

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A mother and daughter unwrapping a gift.

Explained: When Inheritance Tax could apply to gifts

BlogBy adminAugust 17, 2026Leave a comment

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A representation of cryptocurrency next to a calculator.

5 cryptoasset myths busted

BlogBy adminAugust 12, 2026Leave a comment

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Two people holding hands

Why updating your cashflow model is essential for staying on track

BlogBy adminAugust 9, 2026Leave a comment

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A woman with her head in her hands.

The psychology behind investment mistakes

BlogBy adminAugust 7, 2026Leave a comment

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A group of people socialising

Why FOMO could be driving crypto investment decisions

BlogBy adminJuly 2, 2026Leave a comment

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10 downing street door

What does a change in prime minister mean for your finances?

BlogBy adminJuly 2, 2026Leave a comment

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Female financial planner showing a senior woman charts on a laptop

How a cashflow model could provide clarity about your retirement income

BlogBy adminJuly 2, 2026Leave a comment

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Certified financial planner

Chartered Wealth Manager

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

Get in touch!
Contact Laurence:
07816 905526
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    01269 847015
  • Address
    Office 4, Llys Y Piode, Rhondfa'r Glo, Cross Hands. Llanelli. SA14 6FB
  • Email
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  • 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

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