LB Financial

Tel: 01245 806 312

Private Client Services

The foundation of the service we provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change.

Our approach is simple; we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually go to work through choice and not necessity.

LB Financial Solutions has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.

The FCA does not regulate advice on tax matters; school fee planning; or estate planning.

The value of investments and pensions, and the income they produce, can fall as well as rise. You may get back less than you invested.

Private Client Advice

  • Investment strategies
  • Pension planning (including income drawdown)
  • Tax planning strategies
  • Life and health insurance
  • School fees planning
  • Estate planning

Digital Magazine

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Financial News

Head Office

Chelmsford
Swift House,
18 Hoffmanns Way,
Chelmsford, Essex,
CM1 1GU

Tel: 01245 806 312

Other Offices

Colchester
Suite E, 2nd Floor
The Octagon, Middleborough
Colchester, Essex
CO1 1TG

Tel: 01206 867551

 

Ipswich
Suffolk House,
7 Hydra Orion Court,
Addison Way Great, Blakenham,
Ipswich IP6 0LW

Tel: 01473 359 720

 

Stratford
Number One,
Vicarage Lane,
Stratford,
London E15 4HF

Tel: 0208 221 8282

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Registered Office: Swift House, 18 Hoffmanns Way, Chelmsford, Essex, CM1 1GU. LB Financial Solutions Ltd is registered in England and Wales. Registered Number 07942025.

LB Financial Solutions Limited is an appointed representative of Intrinsic Financial Planning Ltd and Intrinsic Mortgage Planning Ltd, which are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Ltd and Intrinsic Mortgage Planning Ltd are entered on the FCA register (http://fsa.gov.uk/register/) under reference 440703 and 440718.

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