Independent Financial Advice From Lamont Pridmore Asset and Wealth Management

Welcome to Lamont Pridmore Asset and Wealth Management Ltd, one of the leading firms of independent financial advisers in Cumbria and Lancashire. We provide a wide range of financial advice services to organisations and individuals throughout the North of England and Southern Scotland.

When it comes to your finances, taking time out to seek expert advice is always a wise investment. The more you take care of your money now, the more it could take care of you in the future. It’s never too early to start thinking about your finances, but leave it too long and it could be too late.

The financial world can be confusing. With so many options available, you may sometimes feel it is easier to do nothing than try to make sense of it all. This is where Lamont Pridmore Asset and Wealth Management Ltd can help.

Your dedicated independent financial adviser will take time to look at your individual circumstances, so we can understand where you are now and where you want to be in the future. Then we will look at ways to help you get where you want to go, basing our financial advice on our in-depth analysis of your needs. We understand that no two people are the same, so you can be sure that our recommendations will be unique to you.

We are not interested in quick fixes. We seek to build a long-term relationship with you, so you can be sure we will always act in your best interests and that our advice will be informed, professional and impartial.

Our close relationship with Lamont Pridmore chartered accountants, tax and business advisers means we can provide a far greater range of services than is traditionally associated with a firm of independent financial advisers alongside exceptional customer service.

Contact us to find out how our range of services can help you.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Latest News

6 Dec
2024
How to budget for life after work – Our retirement advice

Retirement is a goal that is achievable for almost everyone, but not without a comprehensive plan and financial strategy. Without …

Read more…

6 Dec
2024
Should you review your portfolio before 2025?

Christmas is a busy time, but the start of a new year is always a good opportunity to take a closer look at your investment portfolio …

Read more…

6 Dec
2024
Are pensions still a worthwhile investment?

The 2024 Autumn Budget announcements made by the Government have caused many to rethink their pension strategy and whether these …

Read more…

A pension is a long term investment.  The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available.  Pension income could also be affected by interest rates at the time benefits are taken.

The tax treatment of pensions in general and tax implications of pension withdrawals will be based on individual circumstances, tax legislation and regulation, which are subject to change in the future.

Accessing pension benefits early may impact on levels of retirement income and your entitlement to certain means tested benefits.

Accessing pension benefits is not suitable for everyone.  You should seek advice to understand your options at retirement.

Lamont Pridmore Asset & Wealth Management is the trading name of Lamont Pridmore Asset & Wealth Management Limited. Registered in England no: 08395896. Registered address: Milburn House, 3 Oxford Street, Workington, Cumbria, CA14 2AL.

Lamont Pridmore Asset & Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register no 599259 – www.fca.org.uk/register

The Financial Conduct Authority does not regulate accountancy, taxation and trust advice, will writing, legal services, business services and some aspects of commercial mortgages.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Please note that the value of investments can fall as well as rise and you may get back less than you invested.