Personal Financial Planning

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There are various areas to consider when reviewing your financial future. Is your financial plan viable with ill health? Can it withstand the impacts of inflation? How will you protect your income from an ever increasing tax burden or protect your assets following your passing?

These are all areas in which an LEBC financial adviser can prove invaluable.

Planning Your Future

We can help you understand and manage your finances, creating a long-term relationship that sees us advising you through whatever surprises life holds.

We will seek to understand the dynamics of your family and relationships so that any financial plans you make take loved ones into account. We will be able to provide a degree of professional objectivity which no friend or family member ever can.

This is combined by our expertise in finance, tax and investments and experience in helping people with their financial future.

Our Services

Our financial planning service is fee based with no hidden agenda to sell you products.

As independent financial planners we put your interests first and help you source the advice, investments and products you need to make your financial plans work on the best possible terms available from the whole of the investment market.

Our advice goes beyond the typical offering from other financial institutions and includes solutions which do not involve any financial products as well as those that do.


Important Information:
The value of investments and income from them may go down. You may not get back the original amount invested.

Complementary Services

Create your tomorrow today. Learn more about the wide range of services available from LEBC.

Create your tomorrow

I am very pleased with the considerable attention your adviser has applied in helping me identify my requirements and offering me solutions based on well balanced reasons.

Private Client
Hull