Service Proposition

“Well done is better than well said”
– Benjamin Franklin

LWM was set up to be a company based on shared Values, for clients adding Value is how we judge ourselves and how we ask our clients to judge us. Our proposition ensures that we are there for our clients throughout their life journey – whether this is building and growing assets, or using these assets to provide an income in retirement.

We are fully fee based, in the majority of cases these fees are paid out of the assets we manage.

When we meet a new client we seek to understand what they are looking to achieve. We believe that the first step to this is to understand peoples’ goals, once these are understood we can then deliver a solution that achieves them.

For new clients we follow a three stage process:

Assess

Design

Build

As part of the maintenance and service we:

Manage investments

Reviewing investments

Market information

Life goals

Understanding client's attitude to risk

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