Let’s start with the obvious: We’re financial experts. Highly qualified, experienced, skilled. With us, your finances will always be in safe hands, and we’re passionate about that. As you’d expect, we take it very seriously.
But that’s not what drives us.
We believe that the right course of guidance can profoundly change our clients’ lives. That our return-on-life focused advice will enable you to live the kind of life you have always dreamed of, and that memories, not just portfolio balances, should be the measure of our success.
We’re equally passionate about building a great business and as such within Longhurst you will not find egos, nor will you find any form of salesmanship or sales targets. Instead, you will find a family-like mentality, humility, and a genuine curiosity to understand what matters most to you.
As well as financial planning and wealth management services; we can support you through any life transition you may be facing; support you with residential and commercial financing; and support you with legal and estate planning, tax planning, and business services. We’ve also added human and life focused services to our proposition; including executive coaching, travel planning and charitable giving.
Some of these solutions are offered in-house (as part of your fee agreement), and some are offered externally through our professional connections.
We will also work alongside any existing professional advisers you may have (including your high street bank, solicitor or accountant) helping to facilitate a ‘Trusted Team’ approach to your personal and/or corporate planning.