About us What we do About you News and Insights Find us phone email Client login search Your finances under control 1. Discover We’ll take the time to get to know you, listening to your short, medium and long term goals so we can understand how important each one is to you. We’ll then help you to determine which of your goals are essential and will take priority over your ‘nice to have’ more desirable goals. 2. Design This is when we’ll help you to understand the tax strategies and investment options available to you, all while determining the level of risk you are willing to take on to achieve your goals. Your ‘risk tolerance’ will vary based on a number of factors, including what you want to achieve and how quickly you want to achieve it. You can find out more about our risk assessment process here. 3. Implement Once you’re happy with your plan, we can begin to put it all into place. We’ll negotiate discounts with fund managers and arrange all paperwork before carrying out your plan exactly as you’ve specified. All you have to do is focus on living life, while we take care of the rest. 4. Monitor Now that the plan is in motion, we’ll take the time to review its performance regularly, meeting with you regularly to review and make adjustments when required to take advantage of any shifts in the market. By this stage, you should be feeling that you have your finances under control. "Thank you so much for everything. I said to my husband on Saturday that you have changed our lives, and I really can't thank you enough!" - Angela Lane Contact Us 172 Lord Street, Southport, PR9 0QA 01704 500 324 info@ludco.co.uk Quick links About us What we do About you News and Insights Find us Client login Cookies Policy Privacy Policy ©2021 Ludlow Wealth Management Group Limited. Registered in England, Company Registration Number: 03193392 Registered address: 172 Lord Street, Southport, PR9 0QA Authorised and regulated by the Financial Conduct Authority. Financial Ombudsman Service Site developed by ClientsFirst We use cookies to ensure that we give you the best experience on our website. By continuing to browse our site you are agreeing to our use of cookies.I'm happy with thisDisable cookiesFind out about our cookies