Service Proposition

The cost of our services is agreed in advance before any work is completed on your behalf. We will provide you with a calculation of these costs in a prescribed format before beginning work.

Suitable for clients who want a relationship with an adviser who is fully aware of their financial affairs and is committed to reviewing them whilst taking account of any changes in personal circumstances, goals, objectives and legislation.

Initially or at any time during your ongoing relationship with us, there will be times when you will have additional financial planning needs, over and above those covered by our ongoing review service.

Our service is designed to meet the needs of individual clients, trustees, charities and companies. Coupled with our experience and insight, we use dedicated research tools in order to select and monitor our clients’ investments.

At Loughtons whilst we recognise the importance of products, our primary purpose is to help you plan effectively. Our success has been built on three simple maxims – integrity, professionalism and impartiality.