Based on a clear understanding of a client's specific circumstances and goals, we provide impartial advice and tailored solutions to build their long term wealth and so achieve their personal ambitions.

Lorica's expertise in Wealth Management enables our wide range of private clients to make informed decisions about their financial future, giving them the time and knowledge to focus on the crucial issues rather than the administrative detail, so that their wealth works to bring them the future they desire. We offer a complete solution, all under one roof and with a single point of contact as appropriate to the individual client.

Our Personal Wealth Advisers are well experienced and fully FSA qualified to provide clear and informed solutions on a wide range of financial issues. Supported by a network of specialists, they have access to the whole market of investment vehicles and third party providers, many of which may not be available to the private investor.

Much more than just investment advice

We provide asset protection solutions to manage the threat from market volatility, inflation, tax legislation or simply, the unexpected. Our shared priority is to secure and grow the long-term wealth of our clients with a range of advice and expertise including:

• Personalised Investment Strategy
• Portfolio Construction and Management
• Asset Allocation Strategy
• Efficient Tax Planning
• Risk Management including Personal and Family Insurance
• Retirement Planning & Care Provision
• Wealth Transfer to the next generation
• Strategic Borrowing to unlock the value of your assets

It is the breadth and depth of our expertise that differentiates Lorica Wealth Management from the conventional financial adviser. The breadth of our service covers all areas of a client's financial environment, and the depth of our understanding concerning their values and priorities.

Foir further information visit www.loricawealthmanagement.co.uk