With so many options out there, why should you choose us as your trusted financial adviser?

First and foremost, we put your needs and goals at the centre of everything we do.

Moreover, our fully authorised status with the FCA and coverage by the Financial Ombudsman Service means you can have complete confidence in our advice.

In addition, our independence allows us to access the entire market, giving you unbiased recommendations tailored specifically to you.

Finally, we believe in clear, jargon-free communication, so you always understand your financial journey and feel supported every step of the way.

Supporting You on Your Financial Journey – Every Step of the Way

Financial Planning may seem like a minefield to you but it needn’t be, at LSG Financial it is first and foremost about helping you make better decisions, and we want to help you achieve the financial goals and freedom that comes from those decisions enabling you to live the life you want, whether that is with Pension advice or Retirement Planning, or exploring Equity Release however, you are not sure where to start or what is involved? or perhaps you are Investing for the first time ? We are passionate about what we do and are here to help guide you, we don’t believe in Jargon, we just deliver advice with clarity and honesty.

“Financial planning isn’t a one-and-done job — it’s a journey that evolves with you. Along the way, you’ll get clearer about your goals, and we’ll be right by your side, building a trusted partnership that grows over time.”

Louise Gilman, Founder of LSG Financial

That’s why choosing the right financial adviser matters—and here’s why we could be the right fit for you.

Advice areas we specialise in

Our expertise covers a range of key advice areas, allowing us to support you through every stage of your financial journey.

pensions

Retirement

Investment strategies, and tax planning

Equity Release

That’s why we create a plan that’s built around you. Think of your tailored financial plan as your personal sat-nav—clearly guiding you, step by step, toward the financial future you’ve been dreaming of.

Empowering Your Financial Journey