Here at Lumley Baxter, we understand that your financial needs are unique. With this in mind, we know there is no such thing as a ‘one size fits all’ solution when it comes to planning for the future.
Your relationship with us starts from the initial contact with one of our expert advisers. During this initial consultation, we listen closely to your needs and take the time to understand what it is you wish to achieve. Whether you want to save for retirement, make shrewd investments or improve your finances in general– we are here for you.
Helping you achieve your goals
Once we have a clear picture of your aims and goals, we then explore the options available to you. We forecast your potential savings and expenses with each possible course of action, before making our recommendation.
Our recommendation could be a single piece of expert advice on a specific goal. It could also take the form of a comprehensive plan that incorporates every aspect of your financial health. We ensure that you are fully aware of all potential risks and opportunities before we proceed.
Once we have agreed on the right plan of action, we then set about making your assets work for you. We regularly review your progress and make any changes as needed. At every stage, you remain in complete control.