When approaching retirement, it is important to ensure that the existing financial arrangements you have in place are still appropriate and relevant, particularly in this climate of rising interest rates, and inflation. 

By seeking advice for LH Financial Planning we can help you to invest for income or growth by making the most of the investment opportunities available. In order to ensure that our service meets your needs, we construct it around a series of meetings with you. We employ a rigorous process to ensure we obtain the necessary information to enable us to deliver a financial advisory and wealth management service designed to meet your financial requirements and objectives.

Initial meeting: 

- Focus on you:

• Discuss your requirements 
• Understand your goals and aspirations 

- We provide you with details of what we can offer and how we work 

- Establish together if a mutually beneficial relationship can be built over time 

Planning meeting: 

• Determine your attitude to risk 
• Discuss options and alternatives 
• Agree priorities 
• Formulate a plan 
• Agree actions

Implementation meeting: 

• Determine asset-allocation decisions
• Complete relevant documentation 
• Agree ongoing reviews, service and reporting preferences
• Regular reviews and ongoing access 

Designed to ensure our recommendations and advice remain fit for purpose, reflecting changes in your personal circumstances and legislation.

Contact us today to find out more about how our trusted advice can help you enjoy financial freedom in retirement. 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.