Wealth Management

Independent, flexible, comprehensive

The best way to achieve your financial objectives — in the short, medium and long term — is through a structured yet flexible strategy.

When you entrust all or part of your wealth management to us, the first thing we’ll do is gain an in-depth understanding of your goals. We can then create and, with your agreement, implement the appropriate strategy. Reviewing progress on a regular basis is important; not only will markets change, so too will your personal circumstances and objectives.

Littlejohn Wealth Management Ltd is a Chartered Independent Financial Advisor, owned by Littlejohn Chartered Accountants.

Our Chartered status provides our clients with the reassurance, comfort and security as well as a benchmark for quality and ethical practice.

We provide comprehensive financial planning both for individuals and families, companies and partnerships in the following areas:

Individuals and families

Planning for your retirement

Investment Management

Inheritance tax planning

Financial protection for your family including life insurance, mortgage protection and long-term health insurance

Sending your children to private school and university

International Investments for Non-UK Domiciles

Companies and partnerships

Employee Benefits

Planning corporate pensions

Protecting your company from the unexpected: including key person, partnership and shareholder protection

International Pensions

"Our expertise is far ranging. Our advice totally impartial. And, because we are not linked to any specific financial institution, we are completely free to seek out the best solutions for you."

Littlejohn Wealth Management Limited is authorised and regulated by the Financial Services Authority

Registered as a limited company in England and Wales No. 4987836.
Registered office: 1 Westferry Circus, Canary Wharf, London, E14 4HD