LSM Wealth

Financial Adviser in Newcastle, Northumberland

We have been involved in the financial services industry for over 15 years and have the knowledge and expertise that you need, to be confident that you are in safe hands. Our expertise covers the broad spectrum of lifestyle financial planning and will help you and your business. We specialise in protecting and creating wealth, preserving assets for long-term financial security and adequately protecting assets from potential threats.

 

We believe that planning for a secure future and creating financial independence for yourself, your family or your business will result in some of the most important decisions you will ever have to make. At LSM Wealth we provide personal and tailor made Lifestyle Financial Planning advice, always applying the four pillars of the business:Empathy - Sincerity - Honesty – Integrity whilst providing a Professional first class service. In a world that seems to become ever more complex, seeking advice you can trust is something that appears increasingly difficult to obtain in many aspects of our lives. Only by being sure that your situation is fully understood, can you be truly confident.

 

We offer face-to-face advice in order to provide you with bespoke solutions designed to meet your short and long term lifestyle aspirations and goals.

 

Planning for a secure future and creating financial independence for yourself, your family or your business will result in some of the most important decisions you will ever make. Changes in your personal circumstances, legislation or the effects of the economy will inevitably require you to regularly review your position and act upon them.

 

In a world that seems to become ever more complex, seeking advice you can trust is something that appears increasingly difficult to obtain in many aspects of our lives. Only by being sure that your situation is fully understood, can you be truly confident.

 

At LSM Wealth, we recognise that Life is not a rehearsal and as such specialise in helping make lifestyle dreams and financial freedom a reality for our clients. By combining lifestyle and traditional financial planning, we help people achieve lifetime goals rather than simply achieving an “investment return”. This approach is designed to meet the individual needs of our clients by focusing less on short-term returns and more on understanding your long-term objectives and working to help you achieve your lifetime goals.

 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

 

The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details are set out on the Group's website www.sjp.co.uk/products. The term 'Partner Practice' is the marketing term used to describe St James's Place representatives. 

Contact details

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Phone

0191 2391210

 

Address  

LSM Wealth,

One Trinity Gardens,

Broad Chare,

Newcastle upon Tyne,

NE1 2HF

List of Services

Investments/Savings

  • Bonds
  • Investment Trusts
  • ISAs
  • Unit Trusts**

Mortgages*

  • 1st Time Buyer
  • Buy to Let
  • Commercial
  • Endowment
  • Equity Release
  • Help to Buy
  • Interest Only
  • Let to Buy
  • Remortgaging
  • Repayment
  • Shared Equity
  • Shared Ownership

Pensions

  • Annuities
  • auto enrolment
  • Executive Plan
  • Income Drawdown***
  • Occupational
  • Personal Pension
  • Retirement Plan
  • SIPP
  • SSAS
  • Stakeholder
  • State Pension advice

Personal Insurance

  • Critical Illness
  • Decreasing Term
  • Family Income Benefit
  • Income Protection
  • Level Term
  • Long Term Care
  • Permanent Health Insurance
  • Private Medical
  • Whole of Life

Business Insurance

  • Employers Liability
  • Key Person
  • Pension and Capital
  • Professional Indemnity
  • Share Protection

Wealth Preservation

  • Inheritance Tax
  • Trust Information

Your home may be repossessed if you do not keep up repayments on your mortgage.*

 

Trusts are not regulated by the Financial Conduct Authority.**

 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

 

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief is generally dependant on individual cirmcumstances.

 

*** Inflation will reduce what you can buy in the future with the proceeds of your investment. The aim of the investment is to provide an income for your retirement. The level of income available in retirement will depend on the level of contributions, the performance of your investment, how much is deducted for charges, the taxes that must be paid and what rate is used for converting your fund into an income. The tax rules could also change unexpectedly and this may reduce how much you get back from your investment.

LSM Wealth's FCA number is 616061.

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We provide Financial Advice in...

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