Lombard Wealth Associates

I provide bespoke wealth management advice in London and the South East, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. With over 6 years’ experience in Financial Services, I became a Financial Adviser because I have a passion to help people make sense of their finances. I love building relationships with my clients and their families, to help them plan their financial futures.

My priority is to provide tailored and bespoke service to each client, helping to ensure that tax efficacy is optimised. I am passionate about identifying and setting clear objectives to develop a plan, to help meet clients’ aspirations. My advice covers all areas of financial planning which includes:

-Savings and Investments

-Retirement Planning

-Protection Planning

-Inheritance Tax and Estate Planning

-Corporate Services

I have access to network of professional specialists who provide help and guidance with more specialist services such as Will writing, or tax management.

The value of your investment can go down as well as up. You could get back less than what you invested.

Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills are not regulated by the Financial Conduct Authority.

If you would like an informal chat with no obligation, please feel free to connect with me on LinkedIn or reach out [email protected] / 07576332132

Lombard Wealth Associates Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The St. James’s Place Partnership and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP APPROVED XX/XX/XXX