Loughtons Ltd

Who We Are

Welcome to Me Financial Services, a company with over 12 years of expertise in providing high-quality, bespoke financial planning services to private individuals, trustees, and companies. Our team of experienced financial planners, led by Directors and Financial Planners Richard, Lucy, and Will Loughton, is committed to delivering tailored financial solutions that meet the unique needs and goals of our clients.

Our Approach

At Me Financial Services, we take a holistic approach to financial planning, recognizing that each individual's circumstances are unique and that financial planning is not just about numbers and spreadsheets. Our approach is built on three core principles: integrity, professionalism, and impartiality. We believe that financial planning should be a collaborative process that is centered around the needs and goals of our clients.

Our Services

We offer a wide range of financial planning services, including:

• Pre and Post Retirement Planning: We help individuals and trustees create a financial plan that ensures a secure and fulfilling retirement.
• Investment Portfolio Management: We work with individuals and trustees to manage their investments efficiently and make the most of their financial resources.
• Estate and Tax Planning: We help individuals and trustees plan for the transfer of their wealth to the next generation and minimize the impact of taxation.

Why Choose Us?

At Me Financial Services, we pride ourselves on our ability to deliver personalized financial solutions that cater to the unique needs and goals of our clients. Our team of experienced financial planners is dedicated to providing a high-quality service that is tailored to each client's individual circumstances.

Our Approach in Action

At the core of our interaction with our clients is a desire to:

• Employ our technical knowledge to help clients make the most of their resources
• Exercise our market knowledge to help clients choose the best way to achieve their financial goals
• Share our life experience in advising clients on matters that may be more to do with life in general than money in particular
• Help clients draw on our experience and help them avoid making costly financial mistakes
• Apply our problem-solving skills by finding ways to resolve competing financial and personal priorities
• Demonstrate our confidence with financial matters to help clients re-engage with their budgeting and their long-term financial and life planning

What You Can Expect

If you are looking for a trusted and experienced financial planning partner, look no further. Our team is committed to delivering a high-quality service that is tailored to your individual needs and goals. We encourage you to contact us today to learn more about our services and how we can help you achieve your financial objectives.