At Lamont Pridmore Asset and Wealth Management we draw on our knowledge and expertise to provide the tailored expert advice and solutions you need at every stage of your financial journey.
We deliver honest, straightforward advice using clear and jargon-free language. We focus on building a long-term relationship with you and will provide advice and financial solutions that look after your best interests:
We promise to:
- Explore your hopes, aspirations and future plans
- Consider current and future costs of living, including your long-term care strategy
- Discuss your risk criteria and individual investment strategy
- Find the most appropriate products and investments to satisfy your requirements and risk criteria
- Create a financial plan that meets your future needs and requirements
- Regularly review your investments to ensure they still match your needs
- Discuss your retirement, business succession or sale strategies
- Help ensure your wills achieve your wishes and minimise inheritance tax
We provide you with a prosperity plan on an annual basis. This comprehensive report will:
- Review the performance of your current investments
- Schedule all your assets
- Calculate your potential inheritance tax liability
- Recommend future actions
Our six-step financial planning process
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.
Contact us to arrange a no obligation introductory meeting to discuss your financial planning needs and how we can help you in more detail.