What types of financial services does Lionbridge Wealth Management provide?
Lionbridge Wealth Management offers a comprehensive range of financial services, including mortgage assistance, pension guidance, life insurance, tax efficiency support, investment advice, and assistance with writing wills. They cater to both personal and business financial planning needs.
Can Lionbridge Wealth Management assist with complex financial situations?
Yes, customers have reported that Lionbridge's team, particularly Ryan and Sophie, are highly skilled in navigating complex financial circumstances to help clients achieve their goals, such as purchasing homes or transferring properties to buy-to-let under challenging conditions.
Do clients feel supported by Lionbridge Wealth Management in the long-term?
Clients report long-term support and satisfaction with Lionbridge's services, emphasizing the company's willingness to extend their relationship beyond initial transactions to cover ongoing financial needs and forward planning for families and businesses.