Investments & Retirement Planning

LMS Partners is the culmination of many years of experience gained working in financial services and offers a service that recognises the importance of managing your finances.

The world we live in today is increasingly complex and events move at a breathtaking pace. The financial landscape is no different, with technological development and regulatory intervention transforming our industry on an almost daily basis.

Adapting to constant change results in people having little time to keep up with their finances, or plan for a sustainable future. This is where a trusted adviser, working alongside you, can assist in reaching your goals whatever they may be.

We all aspire to a healthy and wealthy working life and comfortable retirement.

We see ourselves as being totally transparent, dependable, honest and reliable. We care about our clients and their financial circumstances.

We welcome the opportunity to meet with you and discuss your requirements and objectives.

Yours sincerely, Steve Locking, Managing Director, LMS Partners Limited.

Our Ethos

Our Ethos

LMS Partners’ aim is to put transparency at the heart of everything we do. To give our clients truly independent financial advice based upon the collective experience of our partners and staff, and to deliver that advice in a manner and format that is comprehensive, fully transparent and understandable.

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Advice Process

What we Do

When we meet a new or existing client, our process does not vary. This way, we can be confident in the consistency of our service. Whether you are looking to create wealth, preserve what you already have, or produce a secure income in retirement, our planning process will enable you to achieve your goals.

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Meeting

Services we Offer

Whatever your objectives we offer a range of services that can be individually tailored to meet your requirements.

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