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ABOUT US

LMJ is a firm of independent financial advisers specialising in the management of investment portfolios and pensions. We have been helping clients navigate complex financial markets since 2001 and from those very early days, our business has evolved primarily through client recommendations. Read More

Private Client Services

The foundation of the service LMJ provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change.

Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

LMJ has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.

Private Client Advice

 

  • Investment strategies
  • Pension planning (including income drawdown)
  • Tax planning strategies
  • Life and health insurance
  • School fees planning
  • Estate planning

David Simmonds Financial Advisor IFA East Peckham

The Financial Conduct Authority does not regulate taxation and trust advice.

The value of your investment may go down as well as up and you may get back less than you invested.

CONTACT

LMJ Financial Management Ltd

Upper South Hall
Bullen Farm Business Centre
Bullen Lane

East Peckham
Tonbridge
Kent, TN12 5LX

Tel: 01732 874111
Fax: 01732 874222
Email: lmj@lmjfs.co.uk

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LMJ Financial Management Ltd, Upper South Hall, Bullen Farm Business Centre, Bullen Lane, East Peckham, Tonbridge, Kent, TN12 5LX
Tel: 01732 874111 Fax: 01732 874222 Email: lmj@lmjfs.co.uk

©2013 LMJ Financial Management 2013.
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