Ludlow Independent Financial Advisors
As your wealth grows so can the complexity of managing it. At Ludlow your personal advisor will provide the specialist expertise and resources that are needed to help you achieve your goals, enabling you to benefit from the contacts and specific skills of Ludlow, one of the North West’s leading independent wealth management and financial planning advisors.
We understand the tax regime, the regulations and how legislation might affect you and can therefore offer you a comprehensive range of investment services that are personalised to your individual needs. Through our offices in Southport, Lytham St Annes, Longridge and Blackburn we offer you local expertise.
NEWS
CHARTWELL ACQUISITION COMPLETES
We are delighted to announce the bringing together of Ludlow and Chartwell Finance Management. This acquisition will substantially increase our presence on the Fylde Coast and across the region. [read more]
NEW ACQUISITION ANNOUNCED
We are delighted to announce the acquisition of Merseyside [Newton-le-Willows] based DT Lord (Financial Management) Ltd. [read more]
LYTHAM OFFICE NOW OPEN
We are delighted to announce that our new offices in Lytham are now open! [read more]
CLIENTS REAP BENEFIT OF OUR MORTGAGE SERVICE
Our expert Mortgage Service is really 'raising the roof' when it comes to testimonials. [read more]
JOINT VENTURE MARKS FIRST FOR LAW FIRM
We are pleased to announce a significant and exclusive joint venture agreement with Donald Race and Newton Solicitors, one of the most respected law firms in East Lancashire. Operating under the name of DRN Financial Management LLP this venture is one of the first combinations of professional services of its kind in the East Lancashire area. [read more]
01704 500324
info@ludco.co.uk
172 Lord Street, Southport, PR9 0QA
Tel: 01704 500324
Fax: 01704 500965
Financial Planning
- Protecting your family & business
- Making the most of your money
- Save tax on your investments
- Prepare for your retirement
- Regularly review your plans
Investment
- Structured Products
- Investment funds
- Deposit accounts
Pension Advice
- Personal Plans
- Company Plans
- Transfers & consolidations
- Self-invested personal pension investments (SIPPS)
- Portfolio management
Retirement Advice
- Taking benefits early
- Maximising your annuity
- Alternative income solutions
Protection Advice
- Personal
- Business
Specialist Services
- Advanced Care fee planning
- Immediate Care fee planning
- Mortgages
- Trustee Investments
- Personal Injury Trusts
