Independent Advice and Financial Planning

Wealth Management is the process of integrating all of the services received from an independent financial adviser, investment manager, stockbroker and financial salesman into one. The service we provide is any or all of the above, we see it as our job to tell our clients what they need and to have an answer ready before they ask the question. We provide comprehensive FINANCIAL ADVICE on its own or together with ongoing INVESTMENT MANAGEMENT.

We treat business like professionals, our clients like family and we are incredibly passionate about doing our job well.

We offer services to all types of clients including charities, trusts and corporate as well as families and individuals who are based in the UK.

Discretionary Investment Management and Financial Planning Service

LAWfm makes a commitment to our clients that we will be responsible for the PERFORMANCE they achieve, that we will monitor their affairs on a continuing basis and work proactively on their behalf to make sure their finances continue to perform.

This is where we differ from most advisers. We are QUALIFIED, AUTHORISED and more importantly EXPERIENCED at managing investments on an ongoing basis. It is very different to most advisers who typically cannot do that.

Advisory Financial Planning Service

For those clients who prefer, we offer an advice service where we can look at a specific area of advice such as life cover, IHT planning, pensions planning, school fees, general savings and investments, or we can do an holistic review of your full financial situation. We offer a review as part of this service if required to check that the advice given is still relevant to markets, the economy, tax rules and your personal situation and move your finances forward into your future helping you achieve your aspirations.

Services to support solicitors

Expert Witness

Our Investment Manager, Marcus Warburton, is one of the longest standing professionals who has been producing Personal Injury expert witness reports in the UK. He has experience in writing expert witness reports for Court Hearings in a number of fields and offering opinion to support Solicitors and their clients. This is an unregulated activity and where we are providing evidence on loss of pension entitlement may consult and use the services of an actuary.

Investment Management for Trusts and Court of Protection clients

We offer specialist support for solicitors and their clients through our discretionary managed service. Our Investment Management team are experienced in dealing with all trust types such as personal injury trusts, will trusts and family estate preservation. In addition, we can help with the financial planning process when the trust is established. The team also have experience in Court of Protection cases and liaison with the Deputy and the clients’ family.

WIP management and associated partnership tax planning

We offer advice and support for solicitors in assisting with WIP management, cash-flow planning, practice cash management and pension planning for partnerships.

Services to support IFAs

DFM Service

Our specialist DFM service is aimed at Independent Financial Planners and Advisers (IFAs). Relationships are built with those financial professionals who recommend the service to their clients as and where appropriate. Our role is to liaise with the financial professionals and manage the client’s assets in line with the instructions provided by the IFA.

We offer bespoke investment management on a discretionary basis to compliment the IFAs and their client’s financial planning strategies. We undertake periodic risk profiling to ensure that we are managing the underlying client’s assets appropriately and are able to attend joint meetings with the Financial Professional and their client if requested to discuss the portfolio, answer questions and provide information to support the review meetings.

The IFAs we partner with have extensive knowledge of the industry and we are able to discuss industry related topics and share best practices.

LAWfm is a trading name of Leo Alexander Wealth & Financial Management Limited, which is authorised and regulated by the Financial Conduct Authority number 624042. The company is registered in England at Unit 6 Acorn Business Park Woodseats Close Sheffield S8 0TB company number 07232515. VAT registration number 136342723.