Lockton Wealth Management is a division of Lockton’s Employee Benefits practice. At Lockton Wealth Management, we strive to deliver bespoke financial solutions to meet the needs of our clients, whether with individual business or for commercial and corporate business.
We offer a no-obligation assessment of your needs and we promote a long-term lasting relationship with all our clients.
Our primary responsibility is to the individuals, families and corporate clients who place their trust in us to provide the most appropriate financial solutions to meet their needs and ambitions. Strong personal relationships are at the core of our business model – and these relationships are backed up with the highest standards of compliance, integrity and fairness.
Our advisers undertake a thorough financial review of our clients – and then consult a panel of providers to recommend a product which meets with their stated objectives and requirements. Some of the areas in which we particularly specialise are listed below:
Life insurance cover for families
Life insurance cover for businesses (Keyman Protection/Shareholder Protection)
Critical Illness Cover
Education Fees Planning
We believe the key to successful financial planning is to continue to serve our clients on an ongoing basis, allowing our clients to benefit from regular face-to-face strategic review meetings with their adviser.
With Lockton Wealth Management we look to develop long-term partnerships with clients founded on mutual trust, where the preservation and ongoing management of your personal financial wealth is our primary objective.