Wealth Management

It has been rewarding for us to help many clients establish and grow substantial investment portfolios. However, greater wealth increases the need for a more bespoke planning service, as the need for greater portfolio oversight and tax planning increases.

In light of this, Laithwaite Financial Services Ltd has recently launched a Wealth Management Service, catering for clients that have accumulated funds in excess of £400,000.00. Under this new proposition, each client is assigned a dedicated Wealth Manager, who will only look after a limited number of clients. This enables the Wealth Manager to devote their time to each client portfolio in a focused manner that would not otherwise be possible.

The LFS Wealth Management Service offers an innovative and bespoke investment proposition, similar to that which other firms offer by ‘outsourcing’ portfolio management to Discretionary Fund Managers. However, because we have the resources and the expertise to offer the same service ‘in-house’, the cost is very competitive.