Helping you create a
roadmap to financial success
Your time is precious and should be spent living the life that makes you happy.
Let LFS Wealth Management provide you with financial peace of mind so you can focus on what really matters.
Crafting the Life You Desire
We’re passionate about helping you to achieve financial freedom and live the adventure-filled life you deserve. Our expert advisers will work with you to create a customised plan that fits your unique needs and goals. We’ll help you make informed decisions about your money, so you can feel confident that you have a roadmap to the life you’ve always wanted.
Whether you’re dreaming of exploring new destinations, spending quality time with your family, or simply enjoying more time doing the things you love, we’re here to help make it a reality. We believe that financial freedom is the gateway to living your best life, and we’re dedicated to helping you get there.
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Who We Help
When we speak with you, we will use our knowledge to ask relevant questions and help create a plan customised to your needs.
Professionals
When it comes to your personal finances, the road ahead can seem daunting. Your unique situation and goals will determine the best path forward. That’s why we’re here to help. We’ll start by asking lots of questions and truly listening to your answers.
Business Owners
Retirees
Helping you reach your desired destination
Many people dream of the future, but do not focus on creating a financial roadmap to make it possible. We work with you to create a clear and actionable roadmap to get you there.
See how we can help
Growing your wealth
Investing your money is like growing crops. You need to nurture your…
Planning for retirement
Planning for retirement can seem like a distant concern when you’re…
Protecting you from risk
We understand that life is full of unexpected events that can leave..
What our clients have to say
Eddie
Overall
Advice
Advice
Advice
- Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
As I neared retirement I wanted to look at my pension options and the viability of transferring out of my company pension scheme.
How has Adam Liddelow helped you?
Adam helped my navigate through the pension transfer process having taken time to go through the pros and cons of moving my pension. Throughout this period Adam spent time going through my options and ensure that I was in a position to make an informed decision that was right for my situation and supported my future plans. Importantly for me, Adam was able to explain things in a very straightforward way that, ultimately, made my decision process easier.
Have you seen the outcome you were hoping for?
Some 18 months down the line and I am very pleased with the way things have gone and the interaction, and advice, I have had from Adam
What could they have done better?
I don’t believe that Adam could have improved the service he has provided
Ingrid
Overall
Advice
Advice
Advice
- Based in London
What were the circumstances that caused you to initially look for an adviser?
I needed pension advice
How has Adam Liddelow helped you?
He listened carefully and offered very helpful suggestions about my options.
At all times he was polite, efficient, through and paid attention to detail. I found him to be personable, knowledgeable, reliable and trustworthy.
Have you seen the outcome you were hoping for?
Absolutely YES
What could they have done better?
I was pleased with the service provided. He was well informed and helped me explore my options carefully.
Cathy
Overall
Advice
Advice
Advice
- Based in London
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement and needed advice about my pension and general financial planning.
How has Adam Liddelow helped you?
Adam has been absolutely invaluable in providing me with expert and clear financial advice in the year or so before my retirement in 2019 and regularly since then. As well as the practical help regarding investments etc, always delivered in his friendly and calm manner, I have very much appreciated Adam’s skilled ability to present complex financial matters in clear and understandable language. His accurate forecasting was particularly helpful during the pandemic.
Have you seen the outcome you were hoping for?
The results of Adam’s financial advice have exceeded the outcome I was hoping for by quite some way.
What could they have done better?
Nothing.
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