Getting the right help

Choosing how and when to retire is a major life decision and you’ll need sound independent financial advice from reliable advisors who specialise in helping mature people like you.
By choosing LPI you’ll benefit from:

1
Your Retirement Options MapTM

A unique market leading pre-retirement financial planning process. By discussing your financial goals and current employment options and assessing your available funds, we’ll map your retirement options. Putting you in control to make informed decisions so you can retire with the right level of income; “achieving the lifestyle you want to have”.

2
Taxation Efficiency

Your Retirement Options MapTM will show you how to use your wealth in the most tax efficient way. By using the right investment and income routes you’ll keep as much of your money as possible.

3
Our Expertise

We specialise in helping people retire, our years of experience means we understand your needs, the possible tax advantages and lifestyle requirements. We know how to formulate the most effective plans for you, tax efficiently, leaving you to enjoy your life.

4
Independence

By being independent we’ll choose the right investments, on the right terms to smooth your journey. It’s all about what is best for you.

5
Bedside Manner

You’ll love our bedside manner, taking the time to explain everything clearly and simply. Our Key Objective: to give you the right advice, helping you make informed financial decisions.

6
No Hidden Costs

Our charges are open and transparent. You’ll know exactly how much you’ll be charged giving you total control and peace of mind.

7
LPI 12 Point Annual Review of Your Retirement Options MapTM

Each year we’ll meet with you to conduct a 12 point annual review of Your Retirement Options MapTM. To review and respond to any changes, ensuring your plan is still on route and you’re always in control.

8
Investments, Pensions & Inheritance Tax Planning

From one off lump sum investments to complex pension funds, and inheritance tax planning, we’ll give you trusted support and guidance for your retirement and beyond.

9
Free Client Helpline

Unlimited calls & emails for help and guidance with your investments, we’re here whenever you need us.

10
LPI Double Satisfaction Guarantee

All our work is covered by the LPI Double Satisfaction Guarantee designed to ensure you’re totally happy with the service you receive, total peace of mind.

Please give us a call or email us to find out how we might be able to help you.

Contact us now

We are committed to ensuring that any services we recommend are right for you and that you receive the very best service.