Build a better future by having financial advice tailored to your individual goals

About us

We are an independent firm of financial planners and advisers based in Norwich.
Founded in 2010, we have grown through word-of-mouth referrals from our many satisfied clients throughout Norfolk. We have built our success upon relationships, transparency and trust. Today we serve over 1000 families, pension funds, trusts and charities. We also work closely with advocates in the business society. We are very active in the community, supporting a wide range of charities and good causes around the county.

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pensions

Plan for
retirement

Save for
the future

Put your existing pensions in order or set up a new one.

Get your finances in shape for the future you want.

Make your money work harder for you.


I want to...

Discuss
pensions

Put your existing pensions in order or set up a new one.

Plan for
retirement

Get your finances in shape for the future you want.

Save for
the future

Make your money work harder for you.

 

What our clients say about us

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Case Study

Mrs P's finance journey with L&P

Divorce is an emotional time, with life changing decisions to be made. Amongst these are how the family assets are to be divided. Often significant amounts are discussed but with little understanding of what they represent in terms of immediate and future financial security for either party.

Working alongside her divorce lawyer I supported Mrs P through her financial settlement negotiations, understanding the nature of the assets in question and translating how these would support both current and future financial needs. Funds to buy a house but also to provide a pension asset in the future, for example. Financial assets differ in nature and valuing can be complex. Ensuring that Mrs P knew exactly how her settlement would impact her financial security was key and I was able to support and advise her as we built a financial plan for her future. Having had little involvement in her family finances Mrs P is now comfortable that she understands how her finances will support her in the future and is able to move forward with her life.

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