Overview and company ethos

Overview and company ethos

LC Financial Services is an appointed representative of Intrinsic Financial Services. In July 2014, the Intrinsic Group was acquired by Old Mutual Wealth, part of the Old Mutual Group. In Old Mutual Wealth we have a partner that shares our strategy of creating a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship.

Backed by some of the leading names in financial services, Intrinsic has built a strong reputation, and LC Financial Services strongly believe in the group's customer promise:

  • To treat you as we would expect to be treated
  • To never take advantage of you
  • To be open and honest
  • To quickly put right any mistake that we make

We are a company that is always striving to deliver to clients' Pension, Investment, and Savings objectives and we pride ourselves on being a company that clients can trust. We are a fully-qualified Member of the Institute of Financial Services (MIFS) and holder of the ifs School of Finance Diploma for Financial Advisers (DipFA).

Our Services

At LC Financial Services we have a wide range of financial planning services for a variety of different clients including individuals, limited companies or partnerships, and company directors. Click the appropriate link below for a summary of our services: