Our Philosophy & How we Work
Our Philosophy
Lineage Wealth provides impartial and truly Independent Financial Advice accessible to everyone, with a particular focus on assisting families. Whether its retirement planning for the parents, helping the kids secure their first home, or mitigating inheritance tax for the grandparents, we have a wealth of knowledge and expertise to assist with all areas.
By engaging with all members of the family, we can oversee a financial plan from start to finish, and do our best to achieve the desired outcome.
This is done through understanding the reasons behind your goals, educating the younger generations on their personal finances and if appropriate, the financial plan, and keeping in regular contact to ensure any changes in circumstances are addressed with the plan updated accordingly.
Our commitment revolves around you, with our service tailored to meet your unique needs and aspirations.
The 4 steps to creating your financial plan
Get in touch to book an initial meeting. We will assess what you are looking to achieve and your current circumstances - there is no charge for this meeting.
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From our discussions, I will complete research and come up with a suitable recommendation based on your circumstances and preferences.
We will then meet to go through my findings and discuss potential solutions. Should a recommendation be made which you choose to proceed with, we would then implement said recommendation on your behalf.
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The final and most important step is regularly reviewing your circumstances to ensure the financial plan remains on track.