Lamont Pridmore, the accountancy firm behind our practice, was established in 1894 and has had the same senior management team and partners for over 30 years. They combine traditional family values with a forward-thinking, innovative approach to the demands of the modern business world and focus on the future rather than the past.
At Lamont Pridmore Asset and Wealth Management our clients benefit from the same pro-active approach and expertise in our financial product, services and investment advice. We start where other firms finish.
We gain and, more importantly, retain clients because of our reputation and experience as competent, reliable and trusted financial advisers. Our people are our greatest asset and we have invested heavily in innovation, information technology and training to ensure our team can deliver the high-quality services you require, however complex your needs are.
In addition, we bring a framework of values to everything we do:
- Integrity
- Honesty
- Reliability
- Accuracy
- Loyalty
- Respect
- Quality
- Excellence
- Value for money
- Focus
- Enthusiasm and passion
- Innovation and creativity
Our practice inspires and develops both its people and its clients and helps to fulfil their aspirations. We aim to add considerable and measurable financial value to your business and life by:
- Providing great value for money
- Consistently exceeding your expectations
- Striving to achieve the highest professional standards
- Valuing our people and clients as our greatest assets
- Committing to lifelong learning and investment in people.
Monitoring your progress
Where an ongoing service is agreed, your Adviser will help you review your Personal Financial Plan (PFP) to make sure it is on track with your objectives. Reviews will take account of any changes in your personal circumstances, financial market conditions and relevant legislation
Plan implementation
Now it’s time to put the plan into action. You can relax in the knowledge that we will be taking care of all the necessary final steps to turn your plan into reality
Develop an action plan
Once we’ve constructed your Personal Financial Plan (PFP), we’ll take you through it stage by stage. It will set out specific and realistic recommendations designed to achieve your stated objectives over an agreed time period
Prepare an analysis of your situation
Once your objectives are agreed, we will work with you to complete a Personal Financial Plan (PFP). This written report provides an analysis of your current financial position and identifies any areas to develop and act upon.
Gather information
If you feel you can benefit from our service, your Adviser will work with you to fully understand your objectives and develop these into well defined goals. Your Adviser will gather financial information to provide a comprehensive picture of your circumstances.
Identify your needs and objectives
We will arrange an introductory meeting to fully explain how our service works, identify your primary financial needs and objectives and answer any questions.