Call us on
or email us at
Lawrence Miller & Co
Head Office
Lakeside House
Lakeside Court
Llantarnam Park Way
Cwmbran
NP44 3GA
T: 01633 869000
E: enquiries@lawrencemiller.co.uk
Cardiff Office
28 Cathedral Road
Cardiff
CF11 9LJ
T: 0800 376 4500
 
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Wealth Management
Whilst it is very often necessary to adopt a contrarian approach to investing, our experience in managing our clients' wealth has made us acutely aware that our prime task is to deliver growth, sufficiently above inflation to create genuine scope for income, whilst ensuring volatility and exposure to risk are kept to a minimum. With interest rates persistently low, the need for active management of assets and a constantly evolving selection of preferred funds, across all assets classes, means our approach to wealth management requires excellent communication with our clients in ensuring opportunities are maximised as and when appropriate.
Detailed portfolio reporting is a key feature of our service, backed by regular meetings and commentary, as both personal and investment circumstances change. Our range of funds is reviewed on a quarterly basis, both in terms of performance and suitability against the prevailing investment conditions.
Clearly, the last few years have been extremely challenging for advisers and clients alike. Our continued success through this period is testament to our approach to service and investment strategy.
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Lawrence Miller & Co is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 196271