It’s not easy to open the door on years of hard work – you’re right to be careful who you trust. But sometimes there are big questions that you don’t want to deal with alone.
Security is paramount. Nothing is taken for granted. Your investments will be protected by the highest UK regulatory standards.
There are three key components to protecting your life savings:
At Lugwise, your money and your ambitions are treated with respect and diligence. Of course, you’re covered in the event that anything should go wrong, but you’re also protected by our own commitment to providing the very best service we can. Your data is safe too, we hold the Cyber Essentials government accreditation.
There’s a lot more we can tell you about how we keep you safe.
Bigger can be better, but not when it comes to highly personalised relationships and financial planning. You’re a name, not a number. There’s no revolving door of talent, no call centres and no ‘press option 3’ to speak to an adviser’ There’s no robo-advice – it’s about personal contact with real people. Wouldn’t you rather be a client than a customer?
We only work with clients where we feel we can add real value. If you’re ever unhappy about the service we provide, we’ll refund the balance of your annual fee.
Don Fraser was introduced to me and recommended as someone I could trust to create a financial plan with money raised from the sale of my business. When my wife and I met Don, we both liked him and also his investment and income strategy. Most importantly, we have never been made to feel embarrassed, asking what in many cases are probably routine questions and perhaps often, questions we already ought to know the answer to. When Don moved to Lugwise Invest Asset Management, because of the close relationship we had built with him over a five-year period, we decided it was probably in our best interest to go with him. Moving to Lugwise Invest Asset Management with Don has proven to be one of our better ‘financial’ decisions. We quickly realised that Don and his team at Lugwise, will continue to act in our best interests. The transition has been seamless. We are both very confident that their exceptional client service and professional ability will ensure we have a long relationship with them and financial independence for the rest of our retirement.
As a fairly modest and necessarily cautious investor, I find that having placed our trust in Lugwise now provides me with a comforting and satisfactory degree of security regarding our financial planning. After their careful and thorough initial research my portfolio was assembled to suit my particular requirements. I now appreciate their regular friendly and knowledgeable advice which gives me substantial peace of mind.
Charles Riches has proved himself to be an efficient and skilled member of CAM always ready to advise and explain any investment guidance. He takes the initiative and makes himself available for actions and opinions beyond the normal role of an advisor. I have over a number of years developed a strong confidence in his advice and subsequent results.