LW Wealth Management Ltd
Lindsay Wood
DIPFA
Financial Planning for yourself, your family or your business is extremely important and with changing times and changes in legislation it is even more important to ensure that you access professional and up to date advice. I am able to do this through completing regular financial reviews to help you achieve your financial goals. This is particularly important to ensure the safeguarding and security of your finances, and these regular reviews can take in to account any changes to your personal circumstances.
About
I am an Associate Partner Practice of St. James's Place and I have worked in the wealth management industry for many years. During this time I have continued to develop my expertise in financial planning and I pride myself on being able to provide invaluable and professional advice to my clients.
My main focus is building long term lasting relationships with my clients. My advice is the highest standard, not only do I meet with clients regularly, I also keep them up to date with a weekly communication covering key market, economic and personal finance news.
With the world of financial advice constantly changing and evolving I feel that it is essential to write bespoke financial plans to help my clients achieve their goals and checking they stay on track through the completion of regular financial reviews.
My business is predominantly based on referrals from existing clients who are keen for their friends and family to receive the same high standard of service that they have experienced. For me there is no greater compliment than a client recommending me to others.
My main focus is building long term lasting relationships with my clients. My advice is the highest standard, not only do I meet with clients regularly, I also keep them up to date with a weekly communication covering key market, economic and personal finance news.
With the world of financial advice constantly changing and evolving I feel that it is essential to write bespoke financial plans to help my clients achieve their goals and checking they stay on track through the completion of regular financial reviews.
My business is predominantly based on referrals from existing clients who are keen for their friends and family to receive the same high standard of service that they have experienced. For me there is no greater compliment than a client recommending me to others.
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Addresses
Item 1 of 1
More about St. James's Place
SJP Approved 02/01/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
LW Wealth Management Ltd is registered in England and Wales, Number 8254866. Registered Office: 11 Stratford Road, Shirley, Solihull, West Midlands, B90 3LU.
