Longhurst - Wealth management that's good for your soul

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!

PA-AWARDS-2023-Best-Retirement-Initiative

International Adviser - Excellence in Client Service

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

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

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

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:

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.

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.