Our Business Goals
Please note: The site is aimed at UK Residents only who are over the age of 18
First we seek to understand our client’s personal and professional aims in life. We then suggest financial and life management solutions to achieve these aims.
If appropriate we will recommend the use of other relevant professional advisers to contribute to the solution. We are the catalyst for finding the answers to the questions posed by our clients.
What we do (in more detail)
Often our client’s first concern is the desire to achieve financial independence. As this depends upon the profitable use of all their resources we first advise them on how to achieve greater growth on their existing investments.
We also believe that all our clients should exercise their right to pay less tax and we advise them on how to reduce both their personal and corporate taxes (often in conjunction with their existing advisers).
Once we have helped our clients plan for and ensure their financial independence we work with them to guarantee that all they have built remains within their family. Legacy and inheritance planning is often neglected. We make it both affordable and effective.
Many of our clients also wish to protect what they have created so we can also give advice on how to insure against unnecessary risk, in particular if they or a key individual in their business is no longer alive or is physically impaired.
Finally most of our clients seek clarity and peace of mind and therefore look to us to provide a series of financial tools that inform them of the value and progress of their financial assets
And our Strategic Alliances
Our business has strong working connections with a number of gifted people who have skills not directly to hand within our own group. These people help us ensure that when ever our clients have a financial, business or life planning need we are not able to address ourselves we can refer them directly to someone we know and trust to provide them with the answer. This team of professional advisers has been built over the last 10 years and adds value for our clients.
Lomax Wealth Management is an appointed representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Services Authority.