LS Wealth Management is a family run business providing tailored wealth management, investment consultancy and financial advice to clients internationally, offering a range of services based on the unique and evolving needs of each individual.
We work closely with a selected network of companies, providers, intermediaries and brokers to give our clients access to investment opportunities and a range of other services including but not limited to:
*Financial Planning & Policy Rebalancing
*Pensions & Retirement Planning
*Regular Savings Plans
*Education Savings Schemes
*Fixed interest portfolios
*Quarterly & Bi-Annual Income Bond Investments
*Lump Sum Investments
*Open-Architecture Investing
*Life, Critical Illness & Disability Insurance - provide income to beneficiaries to cover inheritance tax
*Wealth Protection and Trusts
*Will Writing
*Estate Planning
*Probate
LSWM supports clients in accumulating, enhancing and preserving wealth for future generations.
We also work in partnership with providers for clients interested in:
*Mortgages & Refinance, Buy-to-Let & Commercial/Residential Property Investment
*Accountancy & Tax Consultancy Referrals
*Offshore Bank Accounts
*Inheritance Tax Planning
*FX Currency Exchange Accounts
*Offshore Company Formation
*International Passports & Relocation
LSWM was established by Lennox Pitt, a certified wealth management professional with substantial industry experience. Having worked for large international financial organisations, Lennox recognised the need for a boutique service that would better meet the demands of his extensive client list.
Our aim is to help you make smarter financial decisions and achieve your finance goals with a few simple principles such as investing in yourself, managing risk, protecting yourself and loved ones, borrow sparingly and plan well.
When you contact us please advise your name, email address, phone number, reason for contact & who referred you if applicable - enquries@leadsolutionss.com