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Empowering Your Financial Journey One Strategic Step at a Time

Our Holistic Financial Planning Service offers you tailored solutions to empower your financial journey.

CLICK HERE TO BOOK YOUR FREE INITIAL CONSULTATION

“The journey of a thousand miles begins with one step.”

Lao Tzu
Tailored financial solutions to meet your lifestyle
Flexible appointment times including Saturdays
Holistic approach for financial well-being

“Solutions for Every Life Stage, No Matter Your Path”

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Affiliations and Achievements:

Our Value Proposition

Our mission is about empowering your financial journey
one strategic step at a time.

we are a small firm with a big focus on providing you with an holistic financial planning service that is tailored to help achieve your goals and aspirations while giving you clarity.

“Your financial empowerment is a continuous journey that requires ongoing development, adaptability as you evolve, and disciplined financial habits. This path can lead to increased financial security, reduced stress, and an overall sense of well-being.”

Louise Gilman
Founder of LSG Financial

L

ADVICE AREAS WE SPECIALISE IN

Pensions Advice

Planning for retirement can form some of the most important decisions you will make and as your post-working years may extend for 25 years or more you want your retirement to be a secure, happy, and healthy one free from any money worries. Recognising this reality underscores the importance of starting your retirement savings journey sooner rather than later.

The earlier you start building your retirement pot, the better positioned you’ll be to enjoy a comfortable and fulfilling later life.

Retirement Planning

We all dream of having the ideal retirement and for each of us the ideal retirement is very different, and that’s why we tailor a plan based on your situation, your goals and aspirations.

We listen and work with you to achieve your ideal retirement and as you evolve, so will your retirement planning. We will be with you every step on your retirement journey to help you to achieve the retirement you want.

We Specialise in Retirement Planning and to help you visualise your retirement, we use Cash Flow modelling which analyses your incomes, expenses, savings and investments to illustrate whether your financial objectives are achievable, and how certain decisions regarding your finances will be likely to affect you in years to come.

Investment & Savings Advice

Investments come in many forms but ultimately having a tax efficient investment is a prudent way to invest. Whether it is Individual Savings Accounts (ISAs), Junior ISAs, General Investment Accounts, Bonds and other general savings products.

We specialise in Investments & Savings and are here to simplify the many investment and savings products out there and to ensure your investment portfolios are aligned to your own unique lifestyle, goals and ever evolving life journey.

Later Life & Care Planning

With advancements in medicine, many of us are experiencing longer, healthier lives, which brings various benefits. This extended lifespan grants us more opportunities to cherish moments with loved ones and pursue our passions. However, it also underscores the importance of seeking financial guidance for later stages in life.

As we age, the likelihood of requiring some form of care, whether at home or in a residential setting like a nursing home, retirement village or retirement community, increases. Such care comes with substantial costs, and without proper financial planning, it can become a source of significant stress for both you and your family.

At LSG Financial, we specialise in alleviating the uncertainties surrounding later life planning. Our tailored financial strategies ensure that your future needs and well-being are safeguarded, providing peace of mind for you and your loved ones.

Often a question of “How can I pay for my long-term care?” is asked, here at LSG Financial we help you prepare for the possibility of requiring long-term care in the future.

Later life planning encompasses examining investment strategies to ensure adequate savings for future care needs and implementing personal protection measures to guarantee sufficient funds for a loved one’s care. This comprehensive approach ensures you are well-equipped to plan for what lies ahead.

Mortgages & Equity Release

We are both Independent Financial Advisers and Mortgage Brokers, a combination which helps us deliver the best advice on Mortgages and Equity Release we can for you.

Equity Release, although an increasingly popular way of unlocking some of your property’s value is not right for everyone so it is important to fully understand the range of products available and whether it meets your needs.

We Specialise in Equity Release and can help you make the right choice and guide you through the application process, liaising with your solicitor & the product provider, seeing your application through to your Equity Release funds being paid out to you.

Will Writing & Lasting Powers of Attorney


Do you know exactly what would happen to your family if the worst was to happen? Not having a Will in place means your estate may not be distributed in the way you would have liked. We can help you protect your assets for your loved ones and assist with putting that Will in place before it is too late.

If you are looking to safeguard your decision making re your property, health and Welfare, an LPA is a way of giving someone you trust the legal authority to make those decisions on your behalf if you are not in a position to make them yourself.

We specialise in both Wills & LPAs, and we will be happy to assist you every step of the way.

Personal Protection

Nobody knows what is around the corner, but to know that you have things in place in the event you become ill, couldn’t work or the worst was to happen, can feel like a weight lifted off your shoulders whether you are single, or have a family.

We can help you put in place a suitable protection plan that is specific to your lifestyle and interests.

We specialise in Critical Illness, Income Protection, Family Income Benefit and Life Assurance.

Business Protection

Your business is your baby so protect the people who have key roles within your business including you! Your employees all help with keeping the cogs turning and you want to keep it that way.

We can help you put in place suitable insurance to protect your business and to enable it to continue in the event a key worker(s)/employees, CEO, Directors became ill or worse, pass away.

We specialise in Keyman Insurance, Commercial Insurance, Group Death In Service, Group Income Protection, Group Private Medical.

Health Cover / Private Medical Insurance

Investing in Health Cover and Private Medical Insurance doesn’t have to be costly; you can get different levels of cover that are budget friendly and still provide you and your loved ones with that invaluable peace of mind and access to top-quality healthcare services.

In an ever-changing world, where health uncertainties can arise unexpectedly, having comprehensive medical coverage ensures prompt access to treatment, specialist consultations, and cutting-edge medical facilities.

With these safeguards in place, you can navigate life’s uncertainties with confidence, knowing that you’re protected and supported every step of the way.

We will work with you to find the most suitable cover based on your health, lifestyle and budget.

Estate Planning and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

OUR CORE VALUES

VALUE

Our aim here is to provide positive outcomes for you, we will consistently strive to deliver services that go beyond mere transactions, aiming to enhance your financial well-being and satisfaction.

This core value involves a dedication to offering competitive and fair products, personalised advice, and efficient solutions that align with your unique needs and goals.

It emphasises the importance of creating long lasting relationships built on trust, integrity, and professionalism.

COMMITMENT

Our commitment to you, involves a pledge to act in your best interests, demonstrating a sense of responsibility and reliability in all interactions.

We aim to provide consistent and high-quality services, ensuring that you receive accurate information, transparent communication, and ethical guidance.

This also involves actively listening to your needs, understanding your goals, and tailoring financial solutions accordingly.

TRUST

This is the foundation for building a strong and lasting relationship with you. Being reliable, transparent, and acting with integrity in all our dealings with you. To provide accurate information and offer advice that is in your best interests.

We will ensure openness and clarity in communication, ensuring that you have a clear understanding of the products, services, and potential risks involved. It also involves a commitment to ethical practices, where you can rely on our team to act with honesty and fairness.
 
Moreover, trust involves safeguarding your confidential information and demonstrating a commitment to data security and privacy.
 
Our team will always strive to consistently deliver on promises, manage expectations, and address any concerns you may have promptly and transparently.

How do we deliver advice?

We can deliver Financial Advice either by phone, in your own home or via video conference.

Our priority is ensuring that valuable advice is available when it suits you, not just when it suits us.

By Phone

When a home visit or video call is not possible

Home Visit

Face to face financial advice can be delivered in the comfort of your own home.

Your Workplace

For Employers & business owners as this is often the most convenient option

Video Conference

We can virtually have our meeting via Zoom or Teams this might be more convenient for you

Start your Financial Journey with

LSG FINANCIAL

Contact us below to discuss your requirements

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