• WEALTH MANAGEMENT
    THAT’S GOOD FOR YOUR SOUL®

  • WEALTH MANAGEMENT
    THAT’S GOOD FOR YOUR SOUL®

Welcome to Longhurst

Longhurst is a human-first financial planning practice which combines inspirational lifestyle planning with expert independent financial advice and wealth management.

Working predominantly with business owners and senior executives, together we will answer your big financial life questions, such as:

  • How do we put a clear financial plan in place for our future?
  • Do we have enough money to live a fulfilled and secure life?
  • Will my family be ok if something happens to me?
  • How do I ensure my wealth is protected and passed down through my bloodline?
  • What type of legacy will I leave behind?

We will help you to turn a vague financial future into a vivid one.

We will help you to focus on leading a happier life, not just a wealthier one.

We will encourage you to stop, reflect, and really think about what and who matters most to you.

And, where needed, we will also help to install and build financial confidence.

We help people to visualise and then maximise every possible life opportunity.

Remembering – Life’s not a rehearsal, so let’s get planning!

Chartered Finacial Planner
PA-AWARDS-2023-Best-Retirement-Initiative
International Adviser - Excellence in Client Service
Cyber Essentials Certified Plus
Money Marketing 2023 - Small advice firm of the year
Money Marketing 2023 - Next Gen firm of the year
Money Marketing 2023 - Charity Champion Highly Commended
Longhurst Accreditations

  • Human-first financial planning is the process of aligning your use of capital with what matters most to you.

    Team - Longhurst

  • Human-first financial planning is the process of aligning your use of capital with what matters most to you.

    Team - Longhurst

We build long-term trusted relationships with our clients where your return-on-life sits at the core of every financial plan we build.

We do this by focusing on three key values:

Longhurst - Humanity

Humanity

We’re financial experts, and meticulous ones at that, however our real passion lies in the human nature  side of our work, with your return-on-life, and not just portfolio balances, being the measure of our success.

Longhurst - Empathy

Authenticity

We pride ourselves on always acting with transparency and integrity. We create space for honest discussions that put authenticity and honesty at the heart of each and every conversation.

Empathy

We take time to listen and understand how you are feeling. To see the world through your eyes. No judgement and certainly no opinion. Just a simple focus on helping you to live life on your terms.

  • We promise that throughout our relationship we will care as much as you do about your long-term success.

    Longhurst

  • We promise that throughout our relationship we will care as much as you do about your long-term success.

    Longhurst

Client Stories

MEET OUR CLIENTS

  • You are our client, not your money.
    We focus on the person first and the finances afterwards.

    Longhurst

  • You are our client, not your money.

    Longhurst

We typically work with, and add provable value to, households who are

Looking to invest or grow liquid assets (inc pensions) in excess of £1,000,000, or

Are on a business exit or capital event runway within the next 5 years

Who are also

Looking for a life-long partnership with their financial planner

Seeking a return on life as well as a return on the stock market

In need of help navigating financially destructive landmines

Looking for help to anticipate any life transitions that may lie ahead

Looking to be told what they ‘need’ to hear, not what they ‘want’ to hear

LIKE TO TALK?

  • Helping you to live a truly fulfilled life.
    A life lived without regret.

    Longhurst

  • Helping you to live a truly fulfilled life.
    A life lived without regret.

    Longhurst

  • We build a financial life plan designed around you.
    A life plan that you can trust.

    Longhurst

  • We build a financial life plan designed around you.
    A life plan that you can trust.

    Longhurst

Latest news, articles and the occasional ramble

The Hidden Disabilities Sunflower: A Subtle Way to Ask for Help

Hearts Over Charts

Longhurst - Philanthropy

Avoiding Charity Scammers

…

Project Longhurst: New Name, Same Mission (Humane World for Animals)

The Overlooked Hassles of Owning Property

…
Cyber Essentials Certified Plus

Cyber Essentials Plus certification renewed

Longhurst - Pension Advice

SIPP versus SSAS – the differences and rules

…
READ MORE