The priority of LC Wealth Management is to establish and maintain trusted, long-term relationships with our clients. We believe that the key to success is the philosophy of providing ongoing, accessible, and honest advice, not one-off sales. So many advisers lose contact with their clients after the initial advice and fail to maintain an ongoing relationship, which is so important.

Luke previously specialised in providing advice in the commercial space dealing with businesses turning over £500k - £20m

The services we offer include:

• Business Protection – Protecting business against the unexpected loss of key individuals or shareholders.
• Succession Planning – Ensuring the appropriate plans are put in place in the event of the loss of a shareholder.
• Employee Benefits
• Business Investments
• Auto Enrolment Pension Scheme Guidance

However, working in the commercial arena, Luke was naturally dealing with company directors who were often high net worth individuals and families and he has vast experience in advising on the usual personal financial services you would expect from an established provider, including:

• Advice and guidance on investments
• Reviewing retirement plans and existing pension arrangements
• Protecting clients’ families from the effects of Inheritance Tax
• Advice on protecting you and your family, against financial risks
• Business relief investments

A key contributor to our success in the past has been clients’ willingness to recommend us to family, friends, and colleagues. This is one of Luke’s main drivers to starting a business. It is very important to us, not only from a business point of view, but as a valuable measure to us that we are fulfilling the goal of distinguishing ourselves and what we have to offer from many others in this industry and ensuring that our client base is extremely satisfied.

Through the distinguished St. James's Place brand, our clients benefit from its distinctive approach to investment management where they engage the services of a number of carefully selected and monitored, external fund managers.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.