Featured below are the ones our clients ask for most frequently.
Welcome to the home of LDB Wealth. We understand that when it comes to seeking financial planning advice, you will need to feel confident you are getting the information that’s right for you and your own unique set of circumstances.
Established in 2014, we are a family run business with a great deal of experience behind us. We have earned a reputation for providing holistic financial planning services, tailored to the needs of each individual client.
Whatever your financial planning needs, you can count on us, not only to deliver but to do it in such a way, your future self thanks you. We take your goals and personal plans into consideration before presenting any recommendations to you. And we listen, adapting those recommendations where necessary, whether that’s at the outset or down the line should your goals or plans change.
We know that life doesn’t stand still and how vital it is that your financial planning facilitates this.
Along the way, we’ve helped many clients get their foot on the property ladder, climb it or strengthen their property portfolio. And we’ve helped many plan for the future, for various life stages, helping in the areas of savings and investments, wealth management, protection, business protection, taxation, pensions and equity release
We are proud to have helped so many clients, who have trusted our holistic approach and who are now reaping the benefits. Take a look at our testimonials for a reassuring glimpse into the work we do and the ways we can help.
Call us today on 01322 927 136 or email us at admin@ldbwealth.com and we'll be pleased to help you.
Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.