London Wealth Management Limited
Overview
London Wealth Management Limited is an independent firm offering financial planning led investment management services. The firm aims to protect and grow the wealth of its clients through tax efficient financial planning and discretionary investment management. As a privately owned firm, LWM has no external shareholder influence, ensuring that the advice provided is based solely on what is right for the clients. The firm's services include independent financial planning, wealth management, discretionary asset management, retirement planning, income, annuities, pensions, tax and estate planning, financial planning protection, portfolio advisory, discretionary and financial planning, advisory managed services, bespoke discretionary investment management, financial planning led investment management, discretionary investment management, bespoke portfolio management, investment advice, inheritance planning, advisory investment management, and cash flow management. These services are designed to assist individuals and families through various stages of life, providing tailored solutions to meet their unique financial needs. With a team of experienced professionals, London Wealth Management Limited focuses on providing exceptional service and insightful guidance to help clients navigate their financial journeys. The firm is committed to forging long-lasting relationships built on mutual respect and trust, aiming to enhance clients' financial security and goals. By offering a comparable level of expertise to larger wealth management firms while prioritizing personal service and high-quality support, LWM stands out as a distinctive alternative in the wealth management industry.
Investment Focus
- Accredited investors only
- Long-term investment horizon of 5+ years
- Diversified portfolio across multiple asset classes
- Alignment with client's financial goals and risk tolerance
Reach London Wealth Management Limited directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about London Wealth Management Limited
What sectors does London Wealth Management Limited invest in?
London Wealth Management Limited invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in London, United Kingdom. London Wealth Management Limited is listed as a private investment firm in the ConnectSafely investor database.
What stage does London Wealth Management Limited invest at?
London Wealth Management Limited backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does London Wealth Management Limited invest in?
London Wealth Management Limited invests across United States, United Kingdom, Canada, Germany, Japan and Australia.
How do I contact London Wealth Management Limited?
London Wealth Management Limited's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
