Proud to be different
We do the opposite to most Financial Advisers.
It is fair to say that the majority of Financial Advisers have far too many clients, who they cannot service properly and hardly ever see. Over time this has given ‘financial advisers’ a bad name.
By recognising this fundamental weakness, over several years we have developed a very different and highly successful strategy. We have a relatively small number of clients (around one hundred) with whom we have a close ongoing relationship in which we help them to identify and achieve their real financial goals and objectives. We do this through a comprehensive three stage process.
In return for this comprehensive service, we believe all clients taken on by LTC Solutions Ltd to add value to the Practice. We will therefore be able to continue providing a first class service. In short we are renumerated for going the extra mile to help clients to achieve the security and financial independence they deserve. Our objective is to ensure that clients achieve and maintain their desired lifestyle without fear of running out of money.
We therefore endeavor to provide our clients with advice and solutions so they enjoy their desired lifestyle and that their finances will be able to support their life choices. This process is called ‘Lifestyle Financial Planning’ which involves three distinct services, each complementing the other for the overall long term benefit of the client.