The LMC Wealth Journey

Your guide to a successful financial future.

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Consultation

Understanding you and what you want to achieve is central to forming a successful financial plan. Taking time to discuss where you are now, your motivations, and where you’d like to be in the future is an important first step on this journey. 

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Discovery

To help us understand your starting point, it is important that we gather all of the relevant financial information. This stage allows us to collect what we need determine your current financial position. 

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Analysis

At this stage, we will analyse the information you have provided to us. Viewing your motivations and aims from your current financial position will allow us to design a bespoke financial strategy. 

Recommendation

At our second meeting, your adviser will outline our recommendations and help you to understand how this plan will work to achieve your short and long-term financial goals. 

Implementation

Now we set to task and implement your new financial plan. We will liaise closely with the product providers to ensure set up is in accordance with the financial strategy. 

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Review

Ongoing support is an important part of keeping your finances on track. We will review your plan periodically to ensure that it still aligns with your overall financial strategy. 

w

Consultation

Understanding you and what you want to achieve is central to forming a successful financial plan. Taking time to discuss where you are now, your motivations, and where you’d like to be in the future is an important first step on this journey. 

k

Discovery

To help us understand your starting point, it is important that we gather all of the relevant financial information. This stage allows us to collect what we need determine your current financial position. 

U

Analysis

At this stage, we will analyse the information you have provided to us. Viewing your motivations and aims from your current financial position will allow us to design a bespoke financial strategy. 

Recommendation

At our second meeting, your adviser will outline our recommendations and help you to understand how this plan will work to achieve your short and long-term financial goals. 

Implementation

Now we set to task and implement your new financial plan. We will liaise closely with the product providers to ensure set up is in accordance with the financial strategy. 

i

Review

Ongoing support is an important part of keeping your finances on track. We will review your plan periodically to ensure that it still aligns with your overall financial strategy.