About Us

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.

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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People

Our success as a business is highly dependent on our people, whom we value greatly. They need to be both expert in their fields and dedicated to providing the highest possible level of service to our clients. An approach that is professional, positive, effective and friendly are pre-requisites to being part of the firm.

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Investment Philosophy

There is seemingly no end to the views and theories on the most successful approach to investing. However, we maintain that there are only three rules to be obeyed when it comes to investing, diversification, diversification and diversification.

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Core Values

We firmly believe that the ‘Treating Customers Fairly’ rules and regulations brought into operation and now policed by the Financial Conduct Authority (the UK regulator), whilst not mandatory for Isle of Man financial advisers, should be instrumental in our day to day dealings with clients.

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