Bringing together bespoke Financial Planning and a Private Investment Office to a select group of discerning high net worth individuals and their families. As a partnership we have over 120 years of combined Wealth Management experience and co-invest alongside our clients to ensure our interests are fully aligned with theirs.
We have no external shareholders and are built for longevity, providing stability and continuity to both our clients and our employees. By listening to our clients we help them put into perspective their current and accruing wealth so that they can structure their financial planning from a position of education and informed choice.
We have no external shareholders and are built for longevity, providing stability and continuity to both our clients and our employees. By listening to our clients we help them put into perspective their current and accruing wealth so that they can structure their financial planning from a position of education and informed choice.
Services
Lockhart Capital Management is a boutique Financial Planning & Wealth Management firm that provides independent financial advice and wise counsel to a limited number of individuals and families. We now manage over 500m for our clients via our Private Investment Office where our aim is to preserve and grow their real wealth over time.
By listening to our clients we help them put into perspective their current and accruing wealth so that they can structure their financial planning from a position of education and informed choice.
Having gained a holistic understanding we can then provide detailed advice on individual aspects of their financial requirements, so that their goals and aspirations can be achieved with maximum efficiency from both a tax, legislative and economic perspective.We also act as a sounding board, drawing upon our vast experience and challenge where we think objectives cannot be met or should be rethought.
Having gained a holistic understanding we can then provide detailed advice on individual aspects of their financial requirements, so that their goals and aspirations can be achieved with maximum efficiency from both a tax, legislative and economic perspective.We also act as a sounding board, drawing upon our vast experience and challenge where we think objectives cannot be met or should be rethought.
As our client's wealth expands we are sometimes asked to assist in the thought process, planning and then structuring of potential charitable giving. We firstly however help our clients to understand how much of their wealth they will need to ring-fence so that they will be secure for the rest of their lives and so that they can provide where appropriate a legacy for their children and beneficiaries.
Lockhart Capital Management acts for a select group of individuals and their families who look to us for help in managing the core of their financial planning and wealth management needs. Our clients include business owners & entrepreneurs, partners of other professional services firms, as well as, those who have accrued wealth during their working lives.
Lockhart Capital Management LLP is proud to announce that it has completed its inaugural three year commitment to support Impetus, the Venture Philanthropy trust, which works with over 20 UK charities supporting young people from disadvantaged backgrounds to ensure that they get the right support to succeed in school, in work and in life.
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