Asset and Wealth Management

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

Visit our dedicated Asset and Wealth Management website

Latest from our Blog

9 Jul
2025
How Dumbarton FC beat the drop – and what SMEs can learn from their business revival

More often than not, football clubs are seen as a billionaire’s plaything, where lavish amounts of money are spent at the drop …

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8 Jul
2025
Earn extra income? HMRC urges you to file your tax return early

If you have made more than £1,000 from a side hustle last year, you might need to tell HM Revenue & Customs (HMRC), and the …

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3 Jul
2025
Is your payroll ready for sick pay reform?

The countdown is on. From April 2026, the Government will overhaul Statutory Sick Pay (SSP) as part of its Employment Rights Bill …

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2 Jul
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Are rising employee expenses killing the job market?

The job market in the UK is facing an unprecedented crisis, and there are signs that it may get worse.

1 Jul
2025
Software-only filing and more disclosures – Major changes for small companies

If you run a limited company, it is important to be aware of some major changes coming to the way company accounts are filed.

26 Jun
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How changing Capital Gains Tax trends could affect your financial planning

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25 Jun
2025
Defeating fiscal drag with smarter financial forecasting

As all eyes watch the rate of inflation for the impact that it will have on a tumultuous economy, there is another reason to be …

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24 Jun
2025
Two sides of the tax story – National Insurance up, Capital Gains Tax down

The latest tax data for the first months of the 2025/26 tax year shows mixed trends.

19 Jun
2025
Trading or not? Why income nature matters for BADR

Business Asset Disposal Relief (BADR), formerly known as Entrepreneurs’ Relief, offers business owners a reduced Capital Gains …

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18 Jun
2025
Who is left holding the bill for the 2025 Spending Review?

Announced on 11 June 2025, the Spending Review is set to increase day-to-day spending from £517.5 billion in 2025/26 to £583.9 billion …

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