Our
Approach

At Lothbury Wealth Management, we believe that financial planning advice should remain independent of product recommendation. Our fees are not contingent on the sale of a product, so you can be confident that the advice you receive is honest, transparent and impartial. Our sole purpose is to place you in the best position possible to make informed, confident decisions about your finances.

We strongly believe that wealth management should be much more than making the numbers add up. Our business and our reputation has been built on the solid foundation of personal recommendations. We place enormous value on our collaborative approach, taking the time to get to know our clients, their circumstances and their goals.