At Lamont Pridmore we work hard to ensure your financial solutions and investments meet your individual requirements.
We promise to:
- Explore your hopes, aspirations and future plans
- Consider current and future costs of living, including your long-term care strategy
- Discuss your risk criteria and individual investment strategy
- Find the most appropriate products and investments to satisfy your requirements and risk criteria
- Create a financial plan that meets your future needs and requirements
- Regularly review your investments to ensure they still match your needs
- Discuss your retirement, business succession or sale strategies
- Help ensure your wills achieve your wishes and minimise inheritance tax
We provide you with a prosperity plan on an annual basis. This comprehensive report:
- Reviews the performance of your current investments
- Schedules all your assets
- Calculates your potential inheritance tax liability
- Recommends future actions
If you would like to find out more about how we can help you, please contact us.
Lamont Pridmore Asset & Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. We are registered on the Financial Services register No. 599259 at register.fca.org.uk
The Financial Conduct Authority does not regulate Will writing, taxation and trust advice.
|Personal Financial Review : Client Questionnaire|