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 Independent Financial Planner Laurence Murphy FPFS, a safe pair of hands for all your personal and commercial financial planning needs across South and West Wales.

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. As an Independent Financial Planner he’s here to help across South and West Wales.

Traditionally, financial planning has been all about explaining a range of products and then selecting one that best fits the clients. But that’s not us!

We don’t do things the old way, we use chartered and certified expertise to do lifestyle financial planning where the product is not the focus, but the client is, and more importantly, their goals and dreams for the future. While you may have a bunch of different conflicting dreams, you can use our lifestyle financial planning services to work out how to use your resources to create a life well lived.