LGBT Money. Registered office: 6th Floor,

53 Bothwell Street, Glasgow G2 6TS 

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Address for correspondence: LGBT Money, 10 Melville Street, Edinburgh EH3 7NS.

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Company number: SC355522

© 2020 by LGBT Money

 THE SMALL PRINT: LGBT Money is a free to client service connecting clients to financial advisers who are fully authorised and regulated by the Financial Conduct Authority. The service is for UK residents only. LGBT Money does not offer you personal financial advice. But we know some of the best advisers walking the planet and by registering with our site we can introduce you to them. Any content on this website is for information purposes only and should not be construed as direct or indirect financial advice. LGBT Money accepts no liability arising from advice provided by third parties. By using the LGBT Money site and/or providing us with your contact details and/or entering into an agreement with an adviser accessed by the LGBT Money site you agree that you are happy to be contacted by LGBT Money subsequently as part of our quality control process where we may ask you to share your customer experience. This is to help maintain our high customer satisfaction levels. Additionally, you agree that we may seek non personal information and/or data from any adviser accessed by the LGBT Money site to help us maintain our effectiveness and the quality of the information we provide via the LGBT Money site. For your own safety* and peace of mind** you should only ever take personal financial advice from an authorised and regulated financial adviser.

*Only authorised and regulated advice is covered by the Financial Services Compensation Scheme ** Only authorised and regulated advisers are covered by the Financial Ombudsman Service

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WEALTH MANAGEMENT

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Trusts. Stocks. ISAs. Pensions. Retirement strategies.

Wealth management is all these and more.

Simply, it’s about looking at all your assets and revenues and seeing how your financial position can be enhanced in the short, medium and long-term. Your life goals are a very important part of any resulting planning.

This is bedrock to the process you will go through with your Financial Planner. It is their job to tailor your wishes to their planning and not vice versa.

 

The process is fully client-centred and is a relationship that can last a lifetime, where your wishes and ambitions are shadowed by someone who will be sensitive to your changing and evolving financial needs.

Tad lyrical perhaps, but true. Your Financial Planner is dedicated to looking after you  and helping you accumulate and consolidate wealth.