We offer a high quality bespoke financial planning service to our clients over the long term, ensuring we deliver financial planning strategies that fulfil our client's requirements. A complete package of services ensuring all aspects of your financial planning are considered. We work with individuals and trustees to manage their investments efficiently on an advisory basis. With careful planning you can help ensure you derive the most benefit now whilst ensuring the best outcome for your beneficiaries.
Services
About Us
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Loughtons was formed in 1995 and is run today by its Directors and Financial Planners - Richard Loughton, Lucy Loughton & Will Loughton. Our success has been built on three simple maxims - integrity, professionalism and impartiality. We offer a high quality bespoke financial planning service to our clients over the long term, ensuring we deliver financial planning strategies that fulfil our client's requirements. This ethic has helped us to retain a high degree of loyalty from our clients and other professionals with whom we work.
Meet The Team
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When you choose a financial planner, you want to ensure that they are professional in their dealings and act with integrity. For an efficient adviser and client relationship to develop, the 'chemistry' also needs to be right. Our financial planners have over 40 years of combined experience in advising clients, along with the technical knowledge and qualifications to back this up.
Why Us
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As a firm of Independent Financial Advisers, we take our responsibilities very seriously and place your interests at the heart of the advice that we give. In addition, we can provide access to a Chartered Financial Planner. Financial planning is more challenging than ever and we know that our clients value the trust, integrity and professionalism that we bring.
About You
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We advise clients of various ages, circumstances and backgrounds, although they all have something in common - They don't leave their financial well-being to chance. We understand and appreciate that our clients have different financial needs and aspirations. Some will require very complex solutions to achieve their objectives and others will benefit from relatively simple strategies.
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