L&R Wealth Management – Parter Practice of St. James’s Place Wealth ManagementL&R Wealth Management – Parter Practice of St. James’s Place Wealth Management Contact: Liviu Ratoi
Based in South West London, L&R Wealth Management provides Financial Planning and Advice to clients within the City, Home Counties and more widely throughout the South East of England.
As an Partner Practice, our focus is particularly on building and maintaining long and trusted relationships with our clients to provide a bespoke, high level, personal service, rarely seen in today’s financial market place.
We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.