LGM was established in 2003 by the Partners who have many years of experience in the financial services industry including senior management roles.
We stand out from the rest because of the flexibility of service we offer. We understand that time is precious to you and because of this we do not expect you to come to our office at times that may be inconvenient for you or expect you to sit through a telephone interview that may last in excess of one hour.
Instead, we offer a traditional approach and come to your home or place of work at a time that suits you, including evenings.Of course, if you prefer to approach financial planning using modern on- line methods such as email, mobile text or telephone, we can assist this way if that suits your lifestyle better, but we find that most people prefer to deal with financial matters face to face and that is what we have built our business on over the years.
Many financial services companies used to offer an ongoing ‘home’ based service where an adviser would become the family adviser to the parents and then later on to their children. This would create an ongoing business relationship building on the initial financial foundations to create wealth and security to the family the adviser looked after. Over many years these relationships have diminished as financial service companies have closed their doors. We at LGM still believe that this ‘traditional’ approach is still as valuable now as it was all those years ago.
We are Independent Protection and Mortgage Brokers and are not tied to any banks or an estate agent which means that we work only for you
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