Why choose us?
LPD Capital and You
For what matters most
We know that choosing a financial planner is a big decision. The relationship you form may last for many years and will play a key role in some of the biggest decisions of your life. That’s why it’s worth taking the time and care to select a planner who holds the qualities, experience, qualifications, and approach you value.
So, before you make a decision, here’s some information that might help you get to know us a little better. Of course, if you still have unanswered questions, please do get in touch; we’d be only too happy to arrange a meeting.
Why do our clients choose us?
There are four main reasons why our clients choose us. Because we know that…
-
Service matters
We listen, we understand, and we care. And we make getting to know you and what matters most to you, our top priority. We are truly client-centred.
While we’re an ambitious and growing company, we’ve purposely ensured that working with us feels like becoming part of the family. Whichever one of our three offices (we call them ‘pods’) you engage with, you will be welcomed and made to feel at home.
Our approach might explain why three of our planners were listed in the VouchedFor 2020 Guide to the UK’s Top Rated Advisers.
-
Choice matters
We are independent financial planners. That means we are not limited when it comes to which solutions we can recommend to you.
We’re able to consider all available investment products without constraint and give you the choice of the entire market. It also means we are duty-bound to give you objective, unbiased advice tailored just to you.
Thanks to our independent status, you can rest assured that the advice we give you is always based solely on what we believe is right for you.
-
Clarity matters
We know that financial decisions can be complex and confusing. Which is why we have a commitment to transparency and clarity.
Our financial planners are adept at making the complex easy to digest because we believe that all decisions should be informed decisions. Especially when they are as important as these are.
We’re here to smooth out the complications and bring a feeling of clear-headed calm to your decision-making process.
You will find us approachable, friendly, reliable and trustworthy. We welcome questions and feedback and are always seeking new ways to meet our clients’ needs.
-
Results matter
We spend time getting to know our clients well. That’s because we can only deliver the results that matter if we truly understand what matters to you.
Before beginning any client journey, we start by listening—learning what you want to achieve and what success looks like from your perspective. This ensures the advice and strategies we provide are aligned with your goals from day one.
We are also proud to have been recognised multiple times within the financial planning industry, including national award nominations for both our firm and our head of financial planning. These acknowledgements reflect our commitment to professionalism, client care, and consistently delivering high-quality outcomes.