We're focused on helping individuals & companies understand and plan their financial futureMore about LWM
It's only when the tide goes out that you learn who's been swimming naked.- Warren Buffett
We set up LWM in 2011 with the simple mantra of being “the difference that makes the difference”.
At the heart of what we do is the client, without whom, the business would not exist. To understand an individual’s objectives there are three key elements:
- What do they want to achieve?
- What are their motivations?
- How do they intend to fund their goals?
These are not static questions and can lead to many different thoughts and ideas, which we aim to distil down to a plan with clear objectives and goals. We follow two principles; firstly, we act in the best interests of all clients, and secondly, we aim to deliver the best outcomes for all our clients.
This means any plan we develop is agreed with the client before we do any work. We also know that life events happen, and things change, so we see this as a rounded service. The relationship starts with the initial meeting, but to ensure that the plan remains on target the ongoing service is just as important.
Whether you are a new or existing client, we look forward to working with you over many years.