What you want to achieve may feel like a challenge so try to think of them as aspirations. Our purpose is to help you turn your aspirations into reality.
The weight will be lifted from your shoulders; the noise will be screened out and you’ll see where to focus your time and effort. Simplifying your finances for greater control.
Turn complexity into elegant simplicity. Understand your financial future and stay on track for the future you’ve always wanted. Our goal is to help you experience your true wealth.
Your goals may be about other people’s futures as well as your own. You’ll get all the help you need to understand what you can do to help family, friends and good causes.
We are Lugwise Invest Asset Management, an award-winning independent financial advice and planning firm. At our offices, highly personal service meets leading financial planning technology. We believe in building long-term relationships with our clients and their families.Our clients are known by name, not by number.
Our relationship with Lugiwse Invest has been less about finance and more to do with discussing and planning for the moments that, in the old days, would have featured in the family photo album. Their financial expertise is exemplary but what makes the difference is their acute emotional intelligence.
We really loved Lugwise’s holistic approach to financial planning. Not only have they done an amazing job putting our financial affairs in order and saving us lots in fees, but they have also reinvigorated our lives. We have a newfound passion for growth and change which would not have possible without their help.
True wealth. It’s more than pounds and pence – it’s confidence, fulfilment, meaning and purpose. It means having your life in order, achieving your goals and welcoming the future, knowing your family is secure.
Whether you’re brand new to investing or not, having objective, expert advice helps you to create the perfect portfolio and keeps you on the right path.
Without a complete grasp of your financial picture, it’s easy to lose money and pay more than you need to. Being tax-efficient means keeping more of your money.
The ‘future’ may well be about the people closest to you. Paying for education, helping with a house deposit or a business venture. You’ll get all the help you need, to help them.
One of the most difficult and liberating decisions you’ll make. Decide whether it’s the right time and make sure you get the outcome you’ve worked hard for.
Retiring raises all sorts of questions – how much is enough? How can you rest easy knowing your future will be secure? You only retire once, so you need to get it right.
If you don’t see what you need above, get in touch. We’d love to help.
For many years we have been greatly helped and educated in all areas of our financial affairs by Charles and his team. He is both thorough and personable and willing to go the extra mile to make sure topics are understood and laid out for us. Behind the scenes Lugwise have taken a lot of the stress and time away from us managing our financial affairs and this has been a great help indeed. Often our financial end goals have shifted and he has been able to quickly adapt and suggest alternative solutions to what we may now be concerned about. It’s very important for both of us to know that our financial planning is in trusted hands whom we understand clearly.