Retirement Planning Awards 2023

16. Retirement Planning Awards 2023 Wealth & Finance Best Tailored Retirement Planning Service Provider 2023 – London Since 1929, Lubbock Fine has been promising, and delivering, a complete range of auditing, tax, accounting, and consultancy services for both businesses and individuals. As a subsidiary of Lubbock Fine, London-based Lubbock Fine Wealth Management (LFWM) is directly regulated by the Financial Conduct Authority. Its purpose and mission is to provide its undivided attention and holistic advice to its clients. Rich in history and experience, LFWM’s team strives to offer “exceptional financial advice service for private clients as well as businesses by building a bespoke financial plan, which is suited to their needs and long-term objectives. This includes pre and post-retirement planning, tax mitigation strategies, investment management as well as protection solutions. We spend time with our clients to understand their objectives, identify risks and explain in simple language without jargon what our advice is and why it is suitable,” enthuses its dedicated Director, Andrew Tricker. LFWM’s advisors are deeply proud of their work, and their approach to clients consists of so many layers such as honesty, trust, respect, clarity, the drive towards giving them peace of mind, and so much more. Not limited to one particular area, LFWM works hard to “eliminate those fears and enable clients to take the necessary steps towards a worry-free future.” “We are transparent with our charging structure and highly responsive. Our core values mean we behave with focus, intelligence, integrity, dedication, respect, strength, imagination, innovation, and passion. These values help us redefine exceptional. We look to build lasting relationships focused on trust and transparency ” Andrew tells us, “LFWM offers a comprehensive range of retirement solutions, including annuities, flexi access drawdown, and phased drawdown. We prioritise finding the most appropriate solution for each client’s unique situation and objectives, and we stay up-to-date on new strategies and products to continually evolve our thinking. “Working closely with Lubbock Fine Chartered Accountants allows us to combine different areas of expertise to achieve a shared objective: preserving and growing wealth for our clients. By integrating complex tax planning and investment strategies, we strive to help our clients achieve a comfortable retirement in the long run.” Andrew and his business partner, Gorkem, hold over 30 years of experience between them, guiding the way for the rest of the knowledgeable team. Andrew adds, “This experience gives us the confidence to rely on it as a solid foundation for our recommendations.” LFWM applies its knowledge and experience to every situation, and, of course, looks for new ways to revolutionise its services. Andrew shares some of LFWM’s plans for the future. He says, “We will continue to comply with the Consumer Duty requirements but also review our digital capabilities to enhance client experience. Additionally, we aim to strengthen our connections with various lawyers affiliated with the larger organisation bya means of networking, collaborative events, and sharing information about changes in advice. With these strategic initiatives, LFWM is looking to grow the business and continue delivering exceptional value to our clients.” Awarded with Best Tailored Retirement Planning Service Provider 2023 – London, Lubbock Fine Wealth Management has been recognised for its seamless ability to help its clients with pre and post-retirement planning, tax mitigation strategies, investment management as well as protection solutions. With its bespoke approach, it discards the idea that one single solution will do the trick – it simply puts its best foot forward in tailoring its services, to build unbreakable relationships. Contact: Kajal Nayee Company: Lubbock Fine Wealth Management Web Address: Lubbock Fine Wealth Management delivers perfectly tailored retirement planning solutions that are simply unmatched in all of London. This makes it a leader in its sphere, and an even greater example for others to find their own inspiration when helping others. We find out more about the firm’s current services, and its further growth, from its Director Andrew Tricker.