Based in Norwich, we offer a full service of independent financial advice. This includes Wealth Management, Retirement Planning, Investment Tax Planning and Life Assurance. Our LFP Wealth Management Service delivers a collaborative process between Adviser, Investment professionals and clients in order to optimise investment portfolios through a continual process of guidance and advice.

Our constant focus is there for our clients at every step. This gives us the unique insight to set and navigate a path through your changing circumstances to reach your financial goals.

Personal Financial Planning:

Protect your wealth and family...

We can offer help in managing your wealth to assess where you are and what you have now, where you aim to go and how to get there!

Planning the route is not the whole answer. Regular checks are important to ensure that you haven't lost the way. Losing could well be expensive… so we can help you by:

  • Reviewing and assessing your current situation
  • Discussing your financial needs and objectives
  • Agreeing your position with regard to investment risk

Developing a suitable financial plan, which will include the following, as relevant:

  • Savings and investments
  • Life assurance
  • Income protection
  • Tax efficiency
  • Retirement planning
  • Inheritance tax mitigation and estate planning
  • Long term care fees planning
  • Wills
  • Probate
  • Legacy planning and trusts
  • Lasting power of attorney
  • Equity release

LFP Wealth Management Service:

The LFP Wealth Management service aims to source the very best investment solutions that the market can provide. We believe that the best investment solutions involve blending the expertise of active fund management, where we feel an advantage can be gained, with the direct nature of index tracking funds within a single portfolio. The ideal portfolio for our clients will allocate assets from the widest range of asset classes and ensure they mirror the client’s risk profile. Once this is established, the portfolio should constantly rebalance to adjust to changes in global markets and maintain a consistent level of investment risk. Our desire is to deliver all of this whilst offering our clients the value for money they deserve.

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