Lugwise Invest Lugwise Invest

Take control of your finances today

Keeping you on track for the future you deserve

How we help you Quick enquiry

Your Financial Planning Team

We remove complexity, bring clarity, and act as your trusted financial adviser at the intersection of your money and your life.

Discover true wealth

You’ve worked hard for your wealth. But true wealth isn’t how much you have in the bank. It’s being able to live the life you and your family aspire to, now and forever. Together we will work to discover what true wealth means to you. We will help you translate those dreams into reality.

Taking the hard work off your hands

You’re an expert in your field, so you don’t need to be an expert in finance. Your personal financial planning team will take care of every aspect of your money from financial planning to investing to guidance and much more. We’ll take the hard work off your hands so that you can live life without financial worries.

What We Offer

Our chartered financial advisers specialise in three areas, delivering outstanding results throughout. Select who you are to find out how we can help you.

Mutual Funds

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Who we are

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.