Helping you enjoy retirement with greater confidence and peace of mind

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

Lao Tzu
No Jargon just financial advice delivered simply
Flexible appointment times including Saturdays
Holistic approach for financial well-being
Reviews and Ratings for Financial adviser Louise Gilman, Truro
 
 
 
 
  EXCELLENT  
 Google star 1Google star 2Google star 3Google star 4Google star 5 
 Based on 8 reviews 
  
 
 
 
 
 
 
 
  
 
 
 
 Posted on Google Google 
 
 Sean Oliver profile picture 
 
 
 Sean Oliver 
 
 
 
 Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google. 
Louise and her team have been helping us over the last year to prepare our finances for retirement. They have made what felt like a scary path much easier to traverse. We now feel secure, confident and ready to move forward into retirement.
  
 
  
 
 
 
 Posted on Google Google 
 
 Margaret Osborn profile picture 
 
 
 Margaret Osborn 
 
 
 
 Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google. 
I have great pleasure in writing a review for  LSG Financial.    Louise has been very professional and friendly in her service for me. Any queries I have had have been answered efficiently and quickly. She has checked in with me and been very patient when I did not understand the process. She has helped me fill in forms when I did not know what to say. All in all I am very happy with her service, she is very pleasant and courteous and I recommend her to anyone who needs help with their pensions.
  
 
  
 
 
 
 Posted on Google Google 
 
 Nigel Guy profile picture 
 
 
 Nigel Guy 
 
 
 
 Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google. 
Louise came to our house to certify a Power of Attorney and witness a form that we had to sign. She was very friendly, professional and easy to talk to. We will definitely be using her again.
  
 
  
 
 
 
 Posted on Google Google 
 
 Sue Smith profile picture 
 
 
 Sue Smith 
 
 
 
 Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google. 
UPDATE  We have now completed our Equity Release and are looking forward to a more financially secure future. We recommend Louise of LSG  100%  she helped us through out the process, answering every question. We would not have succeeded without her help and support. We are currently in to process of trying to release some equity from our property. We choose Louise at LSG Finance to help us as we had been warned that it can be extremely stressful. It has been stressful but Louise has been there every step of the way. She answers any queries by return and deals with all the third parties on our behalf. I would 100% recommend LSG Finance if you need someone to help you through any financial decisions you are unsure of.
  
 
  
 
 
 
 Posted on Google Google 
 
 barbara donovan profile picture 
 
 
 barbara donovan 
 
 
 
 Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google. 
Very pleasant and so understanding of one’s needs and easily puts information across
  
 
  
 
 
 
 Posted on Google Google 
 
 Amanda Barlow profile picture 
 
 
 Amanda Barlow 
 
 
 
 Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google. 
Louise Gilman provided refreshing, tailored financial advice that truly considered my personal goals. She took the time to understand my circumstances and offered clear, well-suited investment options. Her knowledge, approachable style, and thoughtful guidance made the process seamless. I wouldn’t hesitate to recommend her.
  
 
  
 
 
 
 Posted on Google Google 
 
 Graham U.K. profile picture 
 
 
 Graham U.K. 
 
 
 
 Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google. 
Aery Prompt service.  Knowledgeable in their subject area.
  
 
  
 
 
 
 Posted on Google Google 
 
 Amanda Poole profile picture 
 
 
 Amanda Poole 
 
 
 
 Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google. 
Louise has been incredibly patient and helpful in guiding us through our investment and retirement planning. We feel confident and relieved knowing that she will continue to support us as we approach retirement. We highly recommend her expertise!
Our Specialist Advice Areas

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.

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.

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.

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.

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

OUR ACCREDITATIONS & MEMBERSHIPS

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 financial 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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