LB Wealth Management Ltd, our joint venture with Greyfriars Assets Management LLP, offers financial services to both businesses and individual clients.

For business

LB Wealth Management offers:

• Company pension schemes including self-administered and stakeholder pension schemes.
• Key person insurance to protect your business if someone who is key to its profitability or stability is sick for an extended period.
• Life insurance to extend protection to cover death and permanent disability.
• Commercial mortgages
• Discretionary fund management to help you manage your business´s investments.

For individuals

LB Wealth Management offers:

• Personal financial planning covering areas such as mortgages, life assurance, critical illness cover, income protection and savings and investments.
• Pensions. Because we have our own pensioner trustee, we are particularly well positioned to assist with Self-Invested Personal Pensions (SIPPs) and Small Self Administered Pensions (SSAPs). When you deal with us, there´s no need to involve an insurance company.
• Wealth management including the creation of trusts, gift plans and reversionary benefit schemes
• Business assurance, especially the development of plans to ensure businesses continue to thrive should an owner or partner die unexpectedly or suffer a serious illness or accident.
• Discretionary fund management to help you manage your investments.

For more information

Please visit the LB Wealth Management Website

LB Wealth Management Ltd is an appointed representative of Greyfriars Asset Management LLP, which is authorised and regulated by the Financial Services Authority.