“People with integrity do what they say they are going to do”

Lainston Wealth Management takes pride in providing highly personal and proactive financial planning which is based around a ‘Relationship Based’ financial planning approach.

Through a ‘relationship based’ approach to financial planning, I provide a truly holistic and personal wealth management experience to each of my clients. I work with clients that see the value of building longstanding relationships, built upon integrity, trust and focus on your needs and objectives.

Uncertainty in a changing world can cause fear. However, it is my duty to help guide, establish options and bring understanding to your position. I do this with clear and structured exchanges to ensure you not only position yourself well but also understand your choices. I prioritise straightforward advice to ensure your financial planning promotes a good outcome for you.

How is this achieved?

• Obtaining a detailed understanding of your existing situation, financial goals and priorities.
• Open the door to regular review meetings and telephone contact to ensure as your circumstances change, so too does our advice.
• Constant review of the financial landscape, legislation changes, market conditions and how these changes can be accommodated within your planning decisions.
• Direct line of communication, so whenever you need to make contact, or ask a question, you will get a quick response.
• Financial modelling software to demonstrate the value of advice and provide real financial insight.
• Strong Investment management approaches to aim to achieve superior returns.
• Guaranteed Advice from a leading wealth management company. As an Appointed Representative of St. James's Place, all advice is checked to ensure suitability which provides clients with the most reassurance possible in financial services.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.