Welcome to LW Consulting
We are an investment advisory company that integrates independent financial planning into all our work and are based in Ledbury, Herefordshire. We act on behalf of clients across the United Kingdom.
There are two main aspects to our business:
1. Bespoke advisory portfolio management – we design truly bespoke investment portfolios tailored to our clients’ individual needs and objectives.
2. We provide ongoing Advisory Portfolio management, including all related financial planning and advice on investments and savings, pensions and retirement planning, protection and Inheritance Tax planning.
Our team are well qualified and we put our clients’ satisfaction first at all times. We strive to maintain that old fashioned human touch that is all too often missing in a modern business. Click here to read more about our team.
Our clients are principally high net worth individuals seeking professional investment management coupled with high quality advice. In an increasingly complex legislative world this has become a specialist area, and is greatly appreciated by our clients.
Our aim is to provide services that will be appreciated by our clients, and which they will continue to use over the longer term, and across other generations in the family.
Our services do not stop at giving advice. We will arrange all the investments for you, forwarding to you all relevant documentation, certificates, and policies. We will set up centralised records of your investments to enable them to be monitored in the future. We also offer a full range of nominee services at minimal cost*. We will review your investments for you at regular intervals and we will keep you informed about their performance.
*Please ask for further details.