Financial Services

How we can help

After we have carried out our very robust advice process with clients, a requirement may emerge for us to implement a financial services solution to meet the particular needs of our client. These can range from:

  • Helping clients to manage their money better by implementing a structured savings plan
  • Helping clients to plan for their retirement better, either by commencing their pension planning or by maximising their tax reliefs through additional contributions to their existing pension scheme.
  • Helping clients maximise the return from their investments, within agreed risk tolerance levels.
  • Helping clients to protect their families in the event of their death or serious illness
  • Helping clients to secure a replacement income, should they become unable to work due to illness or an accident.
  • Helping clients to protect themselves against any financial loss while travelling overseas.

For Employers & Unions too!

We also provide advice to unions and employers, putting in place solutions for their members or employees in the areas of;

  • Income protection
  • Life assurance
  • Pension schemes
  • Additional voluntary contributions

If there is a requirement to implement such a solution for clients, at LFS we pride ourselves in our deep understanding of the market and the products available from the different providers. This enables us to identify the specific product that best meets the needs of each client – it is on this basis only that we choose a particular product. As part of our sales process, we set out for you in writing the “Reasons Why” we choose a particular product. Once this product has been chosen, we then ensure that you can access the best terms available to you. Once we have done this, we help you implement your chosen solution, by helping you complete all the paperwork and then by managing the implementation process with the insurer. We will guide you through their various requirements, each step of the way.

Independent Advice

As we are fully independent of any product provider, life assurance company or bank, you can rest assured that if we identify a product for you, it is because it’s the very best solution to meet your needs – nothing else.
For details on each of our financial services product areas, please see the menu on the left.

Services Testimonials