Specialist areas include: 🞖 Wealth Protection 🞖 Retirement Planning 🞖 Pension Planning 🞖 Investment and Inheritance tax plann ... ing. LMP’s clients include HNWIs, families (oten multi-generational), individuals, company owners and entrepreneurs. The company offers a full range of financial solutions to grow, manage and protect wealth, based upon particular circumstances and preferences. The practice is owned and run by Clive Lewis: Clive holds the Chartered Insurance Institute Diploma in Financial Planning,Past accolades and recognition for Clive’s skills and service to his clients, was made public when he won the prestigious Top Adviser for Co-Op Bank. Aside his own portfolio he also managed a team of IFAs within a highly-competitive environment and is therefore an experienced manager. Clive’s unique ability to ensure clients can feel assured of discretion with their finances is reinforced by his training and work within the Foreign Office. His position of absolute trust was on both a national and international platform. Skills have now transferred into his current role as owner of LMP Wealth management. He is frequently invited to present pre-retirement courses for various Local Authorities, a FTSE 100 Company and luxury sports clubs. read more
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