Lumpier Financial Planning

Welcome to Lampiers Financial Planning Ltd, a firm of independent financial advisers specialising in providing expert advice on pensions, investments, Inheritance Tax planning, wealth and personal protection, and mortgages. For over three decades, we have been helping individuals, families, and businesses navigate the complexities of the financial markets and achieve their financial goals.

Our Approach

At Lampiers Financial Planning Ltd, we take a personal and professional approach to understanding our clients' financial needs and objectives. We believe that building strong relationships with our clients is essential to providing effective financial planning. Our team of experienced and qualified financial planners work closely with our clients to understand their goals, risk tolerance, and financial situation, and develop tailored financial plans that meet their unique needs.

Meet Our Team

Our team of Chartered Financial Planners has many years of combined experience in the financial services industry. We are committed to staying up-to-date with the latest developments in financial planning and are passionate about delivering exceptional service to our clients.

Our Services

We offer a comprehensive range of services designed to help our clients achieve their financial goals. Our services include:

• Investments: We work with our clients to develop a tailored investment strategy that aligns with their financial objectives and risk tolerance.
• Pensions: We provide expert advice on pension planning, including pension transfers, annuities, and retirement planning.
• Protection: We help our clients protect their income and assets with a range of insurance products, including life insurance, critical illness cover, and income protection.
• Mortgages: We offer advice on residential and commercial mortgages, helping our clients find the right mortgage product for their needs.
• Cashflow Planning: We work with our clients to develop a comprehensive cashflow plan, ensuring they have a clear understanding of their financial position and are better equipped to make informed financial decisions.

Our Expertise

At Lampiers Financial Planning Ltd, we have the expertise to help our clients achieve their financial goals. Our team of experienced and qualified financial planners has extensive knowledge of the financial services industry and a deep understanding of the UK's tax and regulatory environment.

Contact Us

If you would like to learn more about our services and how we can help you achieve your financial goals, please do not hesitate to contact us. We would be delighted to discuss your financial situation and provide expert guidance and support.