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Welcome to
LDB Wealth Management

HOLISTIC FINANCIAL PLANNERS
FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Services

Featured below are the ones our clients ask for most frequently.

  • service

    Financial Planning

    There are so many issues to consider when planning your financial future...

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  • service

    Pensions

    When you retire you still need food and shelter as an absolute minimum, but of course you will want ...

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  • service

    Savings & Investments

    Often, people save for a specific reason and it's usually the safest way to build up a pot of money....

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Financial Advisers Located in Dartford, Kent

Financial Advisers Located in Dartford, Kent

Welcome to LDB Wealth Management Limited

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.

OUR PLAN FOR YOU

OUR PLAN FOR YOU

Here's how we formulate the plan towards Your Goals

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.

  • ABOUT YOU

    We meet together to discuss your personal circumstances and your current financial situation.

  • YOUR GOALS & AMBITIONS

    Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • ANALYSIS

    We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan

  • HOW TO GET THERE

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • IMPLEMENTATION

    It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

  • REVIEW THE PLAN & PROGRESS UPDATES

    If required, review dates will be agreed and can take place annually or more regularly if required or requested.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

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WHERE WE ARE

01322 927 136
Dartford Business Park
Victoria Road
Dartford, DA1 5FS


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