Protect, grow and transfer your wealth with confidence-led by CERTIFIED FINANCIAL PLANNER™️
Comprehensive Wealth Management. Tailored to You.
Three key areas to achieving client’s financial objectives
Maximising after-tax returns and preserving wealth via
Build, access and sustain income in retirement
Focus on efficient transfer of wealth while minimising tax
Cashflow Modelling to give you peace of mind.
Extracting value with tax efficiency & financial security
Ensure alignment with any changing circumstances
No commissions, no product pushing
QFAs, CFP®️, 15+ years’ experience
Clear fee structures & fiduciary duty
Annual reviews, realignment as life evolves
Client Focused, Expert Advice – From A Team That Truly Puts You First
Comprehensive Service
No product or provider bias
Long-Term Relationships, Delivering for Clients
Long-Term LHW
People, Systems, Facilities
Protecting our Clients
LHW have managed our Firm’s internal pension scheme for many years. During this time Cara has always been of huge help in navigating all aspects of the scheme and ancillary...
Delighted with the service from the LHW team . This whole pension auto enrolment scheme had me with more questions than anything but Alan , Jonathan and the team made...
LHW have been managing our pension and group life scheme cover plans for over 20 years. I highly recommend LHW, who over the years have given us expert advice and...
We at Sooner Than Later entrusted the management of our employees pension scheme along with managing the owner Directors portfolio’s for over twenty years. During this time we have experienced...
John gives very sound advice, and he sets out the financial plan in a way that is clear, concise and easy to understand. There is no jargon! As a person...
Congratulations on LHW reaching this milestone, it is a credit to all the staff members and the services you all provide . The best of luck in your new premises....
John Dunne has been a valued and trusted advisor for many years. In addition to meticulous financial planning and attention to detail, John excels in engaging with clients and making...
“Thanks to John Dunne I finally feel like I have a solid plan and some real confidence in my financial future. Before working with John I knew very little about...
“I feel both informed and prepared for retirement. John’s ability to bring our disparate retirement pools into a single cohesive view of what our finances will look like well into...
We are a long-standing client of LHW and have always been very impressed with their professionalism and expertise in advising on our staff pension arrangements. Their comprehensive approach, clear communication,...
Financial planning focuses on helping you achieve specific life goals, such as retirement, education funding, or buying property, through structured advice.
Wealth management is a broader, ongoing service that includes investment management, tax planning, estate planning, and intergenerational wealth transfer. In practice, we integrate both to deliver a comprehensive, long-term strategy tailored to your needs.
If your financial situation is becoming more complex, whether through growing assets, business ownership, inheritance, or multiple income sources, a wealth manager can help bring clarity and structure. We provide strategic oversight, ensuring your investments, tax position, and long-term plans are all aligned and working together efficiently.
Yes, we work closely with family businesses to plan for smooth and tax-efficient succession. This includes structuring ownership transfer, protecting business value, and ensuring continuity for future generations. Our approach balances the needs of the business, the family, and long-term wealth preservation.
We believe in building long-term relationships. Typically, we meet clients at least annually for a comprehensive review, with additional meetings as needed depending on life changes, market conditions, or evolving goals. We remain accessible throughout the year for face to face meetings, ensuring you always have expert guidance when you need it.
An initial conversation designed to clarify what matters and what is possible.
Freedom to Live means money becomes the supporting cast, not the main story.
When your plan is clear, then:
Start Your Financial Planning Journey Today
Whether you’re planning retirement, growing your savings, or managing employee pensions — let’s talk.
