Financial Planning & Wealth Management

At PKB Underwood Lamb Wealth Management our Wealth Management team believe that it's not just what you know that counts - it's how well you use what you know that counts! That's where experience and vision comes in.

We believe that perfectionism is the only attitude that will do when dealing with your money, so we are very careful to find the right solution that will best suit your needs. Because we are independent and therefore committed only to our relationship with you, you can be sure that we will look at the full range of options to help you achieve your personal life plan.

You'll get our help to review your existing financial situation and reach a realistic assessment of your likely needs. For this you'll need to set aside some time to talk to us - the first consultation is free. There's no obligation while we find out together if it's worth going ahead.

Depending on your instructions, we will carry out a needs analysis based on your current situation taking into account any specific plans and/or targets you may have. We will then advise you on anything from a short-term objective to a lifetime plan, followed up with regular reviews.

You will receive professional advice about where your financial arrangements are already good, where they're inadequate or not covered at all.

In almost all cases we are able to make arrangements which clients would be unable to make for themselves. All our proposals are fully explained and costed so you know exactly what and why before you agree to anything.

For more information contact:

Alan Hindley
PKB Underwood Lamb Wealth Management
Tel: 01344 776225
E-mail: wealth@pkb.co.uk