LGM was established in 2003 by the Partners who have many years of experience in the financial services industry including senior management roles.
We stand out from the rest because of the flexibility of service we offer. We understand that time is precious to you and because of this we do not expect you to come to our office at times that may be inconvenient for you or expect you to sit through a telephone interview that may last in excess of one hour.
Instead, we offer a traditional approach and come to your home or place of work at a time that suits you, including evenings.Of course, if you prefer to approach financial planning using modern on- line methods such as email, mobile text or telephone, we can assist this way if that suits your lifestyle better, but we find that most people prefer to deal with financial matters face to face and that is what we have built our business on over the years.
Many financial services companies used to offer an ongoing ‘home’ based service where an adviser would become the family adviser to the parents and then later on to their children. This would create an ongoing business relationship building on the initial financial foundations to create wealth and security to the family the adviser looked after. Over many years these relationships have diminished as financial service companies have closed their doors. We at LGM still believe that this ‘traditional’ approach is still as valuable now as it was all those years ago.
We are Independent Protection and Mortgage Brokers and are not tied to any banks or an estate agent which means that we work only for you.
Some Reasons to Work
We believe in the best
As one of the driving forces behind LGM’s ethos of promoting and developing a ‘traditional’ client approach towards all aspects of financial planning, whether it is a mortgage, family protection, saving or investing for the future, offering a face to face service in a client’s chosen meeting place – home or office is the primary foundation of LGM’s success.
Paul is LGM’s specialist Partner for Equity Release and Commercial Finance advice but also advises on everyday financial matters such as Mortgages and Protection Planning.
With over 30 years’ experience in financial services gained from initially working as a Manager with Pearl Assurance PLC, Barclays Life Manager, Equitable Life Representative, Royal London Manager and finally becoming one of the founding Partners of LGM in 2003.
Nick has over 25 years experience in the financial services industry. Initially working as a financial adviser for Royal London Insurance he became one of the founding Partners of LGM in 2003.
Nick currently advises on residential and buy to let mortgages with a specific focus on first time buyers and re-mortgages. He also specialises in life, income protection and critical illness insurance. He works with clients to achieve a tailored approach to their protection arrangements based on their personal circumstances and budget.
Richard joined the financial services industry in November 1984. Working as a financial adviser for Royal London Insurance before becoming one of the founding Partners of LGM in 2003.
Richard advises on residential and buy to let mortgages with a specific focus on buy to let and re-mortgages. He also advises on life, income protection and critical illness insurance. He has a proven track record working with clients to achieve their specific protection needs based on their personal circumstances.
FINANCIAL PLANNING PARTNER
Jeff is LGM’s Pensions and Investments Adviser. He is an experienced Financial Adviser with a demonstrated history of working in the financial services industry. Skilled in Financial Planning, Pension Funds, Investment Strategies, and Retirement Planning.
He has worked in the financial services industry since 1988 holding several roles including management positions before joining LGM in 2010.
Julie has over 13 years experience in the financial services industry. Starting out working with Yorkshire Building Society,
She prides herself on providing a professional approach to meet individual needs whether they are looking for that dream home or to save money by remortgaging. She offers an unbiased personal service to reflect the client’s needs and expectations, from beginning to end. This is based upon a whole of market proposition.
She also can advise on buy to lets, let to buys, help to buy schemes, life assurance/critical illness, and a range of protection needs.