We don’t bamboozle you with jargon, we don’t talk down to you if you ask a question, and we’re certainly not trying to sell you things you don’t need. And that’s what makes us different.
We don’t bamboozle you with jargon, we don’t talk down to you if you ask a question, and we’re certainly not trying to sell you things you don’t need. And that’s what makes us different.
At LCH/WEALTH, we’re not in the financial planning business.
At LCH/WEALTH, we’re not in the financial planning business.
We’re in the dream-making business.
You couldn’t care less about learning the latest on fiscal policies. But what you do care about? Creating a fulfilling life now and experiencing total financial freedom in the years ahead.
That’s why you don’t want a grey suit who sweeps in and tells you you need X,Y, and Z before truly getting to know you. You want a friendly team on your side who understand the demands on your life right now.
So, if you’re looking for Financial Planners who love to sit and listen as you tell them what you want life to look like, welcome.
Let’s build your dreams together so you can start moving towards them.
Our superpower is taking all your financial assets and turning them into real-life events
Our superpower is taking all your financial assets and turning them into real-life events
You’ll probably hear us talk about:
Honesty
We tell it to you straight so you won’t have any nasty surprises.
FUN
We’re here to celebrate milestones with you – birth, marriage, graduation, retirement. Yes, in our world, finance and fun go hand-in-hand.
Reliability
Winging it isn’t good enough for us. We show up and get the work done.
How’d we get here, you ask?
Lisa Conway-Hughes
Founder
Chartered Financial Adviser
Fellow of the Personal Finance Society
You could say it’s always been about numbers
Joining the financial sector after University made total sense to me. But aside from being nerdy over numbers, I got immense joy from building relationships with clients and being there to offer advice at big life moments.
Things changed when I had my own big life moment with the arrival of my first child. Suddenly, I was the one needing to consider my own family’s financial planning.
I had all the knowledge to sort out our pensions, insurances, investments and the costs that come with having kids – because, let’s be honest – they’re vast!
I realised this is why I do the work I do. To make sure it’s not just the rainy days that are covered. It’s to guide clients through life and make sure they’ve got a plan in place to see them through every big moment.
And if they don’t? We work together to create one. It’s about taking what you want to achieve with your money and setting out a roadmap to get there.
I founded LCH/WEALTH in 2024, and with the help of my team, we’re shaking things up and helping high-earners design the lives they deserve to lead.
How’d we get here, you ask?
Lisa Conway-Hughes
You could say it’s always been about numbers
Joining the financial sector after University made total sense to me. But aside from being nerdy over numbers, I got immense joy from building relationships with clients and being there to offer advice at big life moments.
Things changed when I had my own big life moment with the arrival of my first child. Suddenly, I was the one needing to consider my own family’s financial planning.
I had all the knowledge to sort out our pensions, insurances, investments and the costs that come with having kids – because, let’s be honest – they’re vast!
I realised this is why I do the work I do. To make sure it’s not just the rainy days that are covered. It’s to guide clients through life and make sure they’ve got a plan in place to see them through every big moment.
And if they don’t? We work together to create one. It’s about taking what you want to achieve with your money and setting out a roadmap to get there.
I founded LCH/WEALTH in 2024, and with the help of my team, we’re shaking things up and helping high-earners design the lives they deserve to lead.
Natalie Guerin
Executive Assistant
Natalie is our admin Queen. Which is a very appropriate title, as she spent part of her career working for a Royal family. She’ll be your first point of contact and will arrange your Financial Diagnosis session. She’s a self-confessed control freak, which we love as she keeps us on our toes at all times.
Outside of work, Natalie’s a huge music fan. She once flew to Las Vegas to see Elton John, Prince, and Barry Manilow perform on 3 consecutive nights. That’s how organised she is.
Lisa Rea
Administrator
Lisa supports Lisa and Marie, so they’ve got everything they need to deliver for our clients. Having spent 2 decades as an accountant for a big corporate firm, she goes into forensic levels of detail. She gets a real buzz from seeing clients and their families finally feel in control of their finances.
Something that would surprise you about Lisa: she was a drummer in a Church band.
Naomi Greatorex
Protection Director
Naomi started working in the protection industry in 2002 and is a multi-award-winning adviser. Our clients value her upfront and reassuring approach because if the worst should happen, they know she’s put a solid plan in place for them.
Another huge music fan – Naomi lives for music festivals. She’s been a regular at Glastonbury for nearly 20 years!
Marie Rhys-Evans
Practice Manager
Marie works closely with Lisa and takes care of all client queries. Organisation could be her middle name, as you’ll find out when she guides you through application processes (making them easy-as-pie) and ensures your funds reach providers ready to be invested.
She’s currently studying for her diploma in financial planning, but when she’s not exercising her brain, you’ll find her out running or enjoying the slopes.
“Lisa had many brilliant suggestions and is so empathetic and thoughtful, making it a very refreshing and enjoyable experience. I came away feeling much better and positive about my finances and with a clear plan.”
– Katherine
