Our Promise to You
At Lionbridge Wealth Management, our dedication lies in offering you, your family and business, enduring financial guidance for the long haul. We build lasting relationships founded on trust, expertise, and empathy.
Our conviction centers around promoting financial well-being for everyone. Through a highly tailored approach, we aspire to 'earn the right' to be your trusted financial advisor for the years ahead. Our commitment is to assist you in confidently navigating your financial affairs, ensuring our advice aligns with your individual goals and values. This is achieved through personalised, face-to-face financial guidance.
Our service includes
Lionbridge Wealth Management ensures face-to-face review meetings as frequently as you require.
We are readily available by phone between our scheduled reviews, addressing any questions, concerns, or changes in your circumstances.
Our commitment extends to keeping you thoroughly informed about pertinent financial matters that directly impact or interest you.
We strive to present our information and communication in a clear and straightforward manner.
Our objective is to provide clarity and guidance across all facets of your financial well-being.
When we meet you to review your personal finances, we will
We allocate ample time to comprehensively understand your present financial situation and individual goals.
Our approach involves a thorough review of your life goals, allowing us to tailor your financial plan to facilitate their achievement.
If necessary, we will recalibrate your investment portfolio and fund choices.
Additionally, we assist you in maximising your annual tax allowances and staying informed about legislative changes and Budget updates.
As your priorities and life goals evolve, we guide you in reviewing your comfort level with investment risk. Ensuring your investments align with these changes is part of our commitment to your financial well-being.
Working together, we aim to make sure that you
Attain a comprehensive understanding of both your personal and financial objectives.
Develop a customized plan aligned with your personal values, goals, and your comfort level with risk.
Implement a proactive process for regularly reviewing your financial plans, ensuring they consistently meet your evolving needs at every stage of life.
Regular Contact
At Lionbridge Wealth Management, we commit to keeping you regularly informed.
This ensures that you stay fully updated on how your wealth is being managed and are well-informed about any pertinent market changes, particularly those that may have a direct impact on your financial situation.
We work collaboratively with you to establish clear expectations upfront regarding what you can expect and when.
Contact Us
At Lionbridge Wealth, we understand the importance of personalised financial planning. Whether you're looking to secure your financial legacy, optimize investments, or explore tailored mortgage solutions, our team of dedicated experts is here to guide you. Take the first step towards a brighter financial future by scheduling a consultation meeting with Lionbridge Wealth.
We invite you to reach out today to discuss your goals, explore our comprehensive financial services, and embark on a journey towards financial success. Let's shape your dreams into achievable milestones—contact us now to schedule your personalised consultation.