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Lampiers Financial Solutions

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Lampiers Financial Solutions

Overview:

Lampiers is a firm of Independent Financial Advisers. It has grown from a small business in 1988 to its current position as one of the leading Independent Financial Advisers in the Bristol area.

Lampiers has always believed that offering clients independent advice is a key part of the way in which we do business. For a number of years Lampiers was an appointed representative of Sesame Ltd., the then largest group of Independent Financial Advisers in the UK. During 2013 it became apparent to the directors of Lampiers that Sesame was starting to align itself with a different model of financial advice, where the range of providers would be restricted rather than open to the whole of the market. This seemed to be incompatible with offering clients true, unbiased advice and Lampiers therefore resigned from Sesame Ltd. to become directly regulated by the Financial Conduct Authority. In January 2014 this move was vindicated, when Sesame announced that it would no longer offer Independent Financial Advice through its network.

Lampiers continues to offer only Independent Advice and is not tied to or associated in any way with the product providers with which we transact business.

As a business we firmly believe that developing a long term relationship with our clients is good for them and also good for us. Many of our clients, whether corporate or individual have had an association with Lampiers over numerous years and this enables us to fully understand their needs, motivation and goals. The belief that a good relationship is a long term relationship is demonstrated in the way in which Lampiers approaches advice. We aim to understand what clients wish to achieve, why they wish to achieve it and the sort of approach that is appropriate for each client.

Different Advisers focus on different things. We focus on the goals to which our clients aspire. We strive to put in place a strategy to achieve these goals which makes the most of the various tax breaks and investment opportunities that exist and to ensure that clients are in a position where they understand what they are doing, why they are doing it and how the advice given will meet their requirements. It’s not all about the initial advice. The financial world is constantly moving, products change, tax rules change and clients’ goals change. Lampiers therefore sees continuous client contact as vital to achieving the clients’ aims and will agree a schedule of meetings, contacts to keep clients up to date with their plans and any changes necessary.

All Financial Advisers have to be qualified. At Lampiers we believe that this is important and all advisers at Lampiers achieved the minimum statutory requirements well before it became mandatory. As a further demonstration of our commitment to the highest standards of professionalism Lampiers directors have all either achieved the highest recognised professional status of Chartered Financial Planner or are working towards it. In 2015 Lampiers will become a Chartered Firm.

Of the approximately 14,300 (APFA December 2013) firms offering financial advice in the UK only around 400 (CII November 2014) have achieved Chartered status. Not only have the Directors and advisers to achieve high professional qualifications, but the firm has to demonstrate a commitment to the values and ethics necessary to deliver true expert, unbiased and fair financial advice.

Lampiers has a wide range of expertise available for the benefit of our clients. We advise a range of corporate clients, ranging from international fund managers to small to medium enterprises and sole traders. Our breadth of knowledge and experience of applying this knowledge for the benefit of a wide range of businesses means that Lampiers is able to tailor the advice and the service we provide to meet your requirements. We appreciate that in some circumstances a business and its owners are closely linked, we therefore seek to combine personal advice to the business owners with advice to the business where appropriate.

Lampiers offers investment advice and our clients benefit from a range of products where beneficial terms have been negotiated using Lampiers position in this market so that fees and charges are reduced. We have invested heavily in the most up to date information technology to give us access to the information necessary to select and monitor the most appropriate investments from the thousands available. We are assisted in this by an external, independent research provider, recognised as one of the most effective in the industry. This is an ongoing process and we expect to continue this investment in time and resource over the coming years.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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