About Lothbury Wealth Management Limited

We take the stress out of financial planning by delivering expert, transparent advice, enabling clients to make informed financial decisions.
We are a busy and successful independent wealth management firm based in the City of London, who are a popular choice with high net worth individuals. Our collaborative approach, unique set of skills and unrivalled knowledge, means that we operate from a position of strength. A small team of highly specialist experts, we embrace individuality and encourage free thinking. Rather than being constrained by convention, we take an honest and holistic view of our clients’ finances.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

  • Mortgages:
  • Mortgage protection
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Equity release
  • High loan to value
  • Self employed
  • Self build
  • Flexible

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