London Wealth Management is here to help grow and protect your wealth.
London Wealth Management was founded as an alternative to the big wealth management companies, with comparable levels of expertise but with a more personal experience. We are a financial planning-led investment management firm with a professional and personal approach.
We have built a team of professionally qualified specialists with the experience and expertise to give you the very highest level of service. When you work with us you benefit from the collective knowledge of our team, each dedicated to supporting you and striving to deliver the best possible financial outcome.
Our purpose is to give you the peace-of-mind that the advice you are receiving is delivered by highly qualified professionals who understand your true financial goals and objectives.
![Tim Norris, LWM Investment manager, holding a tablet and sharing ideas with his colleague, sat together in the office sofa area.](https://dsp4lutmxlw9a.cloudfront.net/wp-content/uploads/2023/07/quote.jpg)
Our Financial Planning led Investment Management has proven robust through the economic challenges since our inception.
London Wealth Management’s history
London Wealth Management was founded by Paul Hoban, Ben Howland and Edward Tudor each of whom have worked together at larger financial advisory firms for a decade prior to founding LWM. Our mission was to create a better way to deliver a service that combines financial planning and investment management. London Wealth Management was established with serving clients interests at the heart of everything we do, with the belief that every client deserves and needs a personal service.
London Wealth Management was established in 2008 during what has now become known as the Global Financial Crisis. London Wealth Management has subsequently been through several global and economic shocks such as the Euro crisis, Brexit, the US election, the COVID-19 pandemic, the Russian invasion of Ukraine and the cost of living crisis.
Our Financial Planning led Investment Management service has proven robust in the most volatile periods of modern times. We pride ourselves on having a strong corporate culture and are always updating our work processes, continually improving and evolving with changing regulation and client needs.
Why use London Wealth Management
Like many successful people, you may have found you have neither the time, nor the relevant expertise to fully manage the complexity of your finances and investment portfolio. Our Planning-led Investment Management approach fills this gap, and offers a truly exceptional service.
We take a holistic approach where financial planning and investment management go hand-in-hand. We aim to develop a long-lasting professional partnership with you, keeping you on track over the years. As plans change and adapt, your dedicated investment manager and financial planner will support, advise and guide you to your financial goals. We work together to deliver the highest level of service.
We genuinely care about our clients and will always act to deliver true value for our service. We keep you and your needs at the centre of the relationship, focusing on providing you with a personal service that covers and exceeds the industry standards.
Our aim is to go beyond your expectations, which is why we have built our own internal system to monitor our service on a regular basis, and assess how we provide added value to our clients.
Going beyond with LWM:
- Proactive and personal advice
- Bespoke and active portfolio management
- High calibre team of professionals
- Clients benefit from two experts in their respective field
- Transparent fee structure
- No up-front costs
Our progress in numbers
%
Client retention rate
%
Clients come through referrals
£
m+
Assets Under Management
![22 Soho Square building entrance. Front door of the building where the LWM office is located.](https://dsp4lutmxlw9a.cloudfront.net/wp-content/uploads/2023/08/new_cta_6-1.jpg)
Get in touch
Contact us for a conversation with one of our experts to see if we could be the right fit for you.
0203 326 2955