About LWM

“I am not bound to succeed, but I am bound to live by the light that I have”
Abraham Lincoln

The company

LWM was set up to be a company based on Values. Adding Value is how we judge ourselves. We aim to:

  • Share knowledge; good knowledge is the pathway to understanding
  • Be thoughtful and challenging of set ideas and practices
  • Be supportive and empowering of our employees
  • Help those less fortunate than ourselves via the LWM Charitable Trust (since establishing the business we have donated over £100,000 to charities / organisations in the UK and overseas)

We currently manage £122 million in assets, of which £77 million is held across the portfolios.

Our service agreement sets out what we do and how we do it (our service); the likely cost, how this is paid for and the terms under which we provide our services.