No more confusion over the endless options
No more confusion over the endless options
Your long-term financial plans are definitely not where you want them to be. Most days, you’re pulled in multiple directions when it comes to decisions about money.
You’re too busy sorting daily finances, managing the mortgage and trying to enjoy your money to even think about what life could look like in a few years when you can spend more time doing what you love with the people you love.
You end up feeling overwhelmed by all the choices and worry you’ve made the wrong decisions.
You wish you could have an open conversation with someone who understands and has been in your shoes. You want to stop feeling out of your depth and start relaxing, knowing it’s all being taken care of.
You’re ready to invest some time so you can move through life with absolute confidence and reach your goals with ease.
Welcome to LCH/WEALTH. We’re so glad you’re here.
Where are you right now?
Where are you right now?
01.
Financial Diagnosis
You’re in the dark when it comes to knowing how long your finances will stretch to the lifestyle you want to live. You need an honest conversation on how to manage your finances to flip your life goals into reality. All clients start their LCH/WEALTH journey with our Financial Diagnosis and receive a lifetime cash flow model.
02.
Accelerator
Accelerator
You’ve got up to £250,000 worth of assets. You don’t need ongoing support from a financial planner, but you do want to get on top of your pensions and ISAs. For a flat, one-off fee, you get to start as you mean to go on. Plus, we deduct the cost of your Financial Diagnosis from your fee.
03.
Core
You’ve got over £250,000 worth of assets. We report back to you quarterly across the year after analysing your investments and carrying out end-of-year reviews. We do the leg work to ensure you’re on track with tax planning and have an up-to-date cash flow model available.
04.
Higher Net Worth
You’ve got over £450,000 worth of assets. Along with the services we offer to our core clients, we also work alongside your accountant on more detailed tax calculations to avoid any nasty surprises. We offer guidance on pension carry forward and complex bond calculations.
05.
Wealth
Wealth clients typically have £1m+ in assets. As well as our Wealth services, we’ll focus a lot of time on inheritance tax and estate planning to give you the reassurance you’re looking for in later years.
Hi, I’m Lisa, founder at LCH/WEALTH
We’re here for the people who are ready for a different approach to financial planning
After spending nearly 2 decades helping thousands of people take control of their money and secure the future they want for themselves and their families, I know why so many struggle to achieve their life goals.
Everything in this industry is cloaked in jargon. Many advisers subscribe to this as a way of making them look big and clever.
Not us.
We’re more Breton stripe than pinstripe.
We’re redefining financial planning and making it fun and easy to design the life you want to lead.
Because if you enjoy the process, you’ll feel 100x more confident in your decisions and know everything is taken care of so you can enjoy the privileges life offers.
Expect us to make the entire process engaging so you can learn and feel empowered about how your money is managed and know you’ve got a team of savvy Planners making sure your dreams become reality.
It’s about time you ticked sort retirement plans off your to-do list. Let’s show you how it’s done.
Ready to make plans?
Book a Financial Diagnosis
Get in touch so you can chat through any questions and understand what you’ll need to prepare in advance of your Diagnosis session. You’ll have a bit of homework, but we promise it’ll be worth it.
Choose your date
Once we find a convenient slot in your diary, we’ll get your session booked. All our meetings are held online, so it doesn’t matter where you’re based.
Let’s start creating your financial freedom
On the day, we’ll share our findings based on all the info you gave us in advance. But don’t worry, we won’t bore you with a dull presentation. We bring everything to life in a colourful way so you can see your financial life mapped out in front of you.
