Lampiers Financial Planning Ltd is a firm of independent financial advisers specialising in providing advice on pensions, investments, Inheritance Tax planning, wealth and personal protection, and mortgages. There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.
The foundation of the service Lampiers Financial Planning Ltd provide to our clients is built on developing a long-term relationship. Lampiers Financial Planning Ltd provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs.
The foundation of the service Lampiers Financial Planning Ltd provide to our clients is built on developing a long-term relationship. Lampiers Financial Planning Ltd provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs.
Services
We've been helping clients navigate complex financial markets since 1988, and from those very early days, our business has evolved primarily through client recommendations. Lampiers Financial Planning Ltd is a firm of independent financial advisers specialising in providing advice on pensions, investments, Inheritance Tax planning, wealth and personal protection, and mortgages.
We make sure we take the time to understand your needs, goals and preferences before we make any recommendations. We'll require you to gather financial information in advance of our meeting. This will enable us to develop a clearer picture about your particular situation. To help us do this, we'll need to see documents, including life assurance, mortgage, pension, savings, investments or bank statements.
Tim is a very experienced adviser and is the longest serving Director within the Lampiers business. Tim is qualified and authorised to advise on all classes of business including complex pension work, investment and estate planning. He is also authorised to give mortgage related advice, although he will generally defer this to our specialist mortgage adviser.
At Lampiers Financial Planning Ltd, we provide high-quality, professional financial planning with clearly defined service levels and a transparent fee structure. Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve.
During the initial free, no obligation meeting, Lampiers Financial Planning Ltd will access your requirements, and you will be given clear information about the type of advice and level of service provided by the adviser and how much it will cost. You will be given details on how the firm is regulated by the FCA, the range of products we are authorised to advice on and any information we are required to give you.
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