LB Financial

Tel: 01245 806 312


With the demands that a modern lifestyle brings it is important to be as time efficient as possible and to maximize the use of technology to achieve this.

All clients of LB Financial Solutions are provided with their own personal tool, called My Finance Centre, to bring together an overview of their current financial position. Your personal financial portal can be accessed via PC, tablet or mobile allowing you to access your financial affairs on the go. Providing a snap shot of current information including mortgage and other loan balances, current property values and latest investment and pension fund valuations the tool will help you understand how you are progressing with your plans.

My Finance Centre also contains a document repository where all of your financial documents can be stored in one place. We will upload the documents relating to the plans we have arranged but you can also store any other documents you wish to be held safely such as insurance policies or a copy of your will. As this portal is provided for your benefit you can choose which information you wish to share with us and which you would rather keep private.

As well as holding your information and providing you with an overview the portal will allow us to keep you right up to the minute with the progress of any application using its secure message facility.

My Finance Centre is provided to you without charge.

Knowledge Centre

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We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our advisers and our group of companies. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy.

Email communications are not secure, for this reason LB Financial Solutions Limited cannot guarantee the security of the email, its contents or that it remains virus free once sent.

Head Office

Swift House,
18 Hoffmanns Way,
Chelmsford, Essex,

Tel: 01245 806 312

Other Offices

Suite E, 2nd Floor
The Octagon, Middleborough
Colchester, Essex

Tel: 01206 867551


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

Tel: 01473 359 720


Number One,
Vicarage Lane,
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.

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

LB Financial Solutions Ltd is an Appointed Representative of TenetConnect Ltd which is authorised and regulated by the Financial Conduct Authority. TenetConnect Limited is entered on the Financial Services Register ( under reference 149826.

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