Welcome to LHW Financial Planning

LHW provide an independent financial advisory service in a client relationship that is based on trust and care.

LHW’s success over 40 years stems from an ethos of genuinely looking after our clients by paying careful attention to their distinct requirements.  We take pride that our clients remain with LHW for decades rather than years.

Our experienced staff act as your partner taking you through your financial journey. LHW’s clients are individuals and companies that appreciate a personal service provided by knowledgeable staff who have our client’s interests at the centre of their relationship.

Managing Director

Alan Lewis

Our Team

Alan is responsible for the strategic development of LHW as a financial advisory firm of choice for discerning clients. He has built a team of expert advisors committed to delivering enduring value to our clients. Alan is also a very experienced financial planner.

Director

Maurice McCann

Our Team

Maurice is a Corporate Pension consultant specialising in restructuring staff benefit schemes. He has particular expertise with complex defined benefit schemes. Maurice also develops effective investment strategies for groups and individuals. He is a Fellow of the Irish Institute of Pensions Management and the L.I.A.

Personal Financial Planner

John Dunne

Our Team

John is passionate about delivering world class financial planning to business owners, professionals and astute investors. John qualified as a Certified Financial Planner in 2015. Other qualifications: QFA, LIA Pensions Diploma and a Corporate MBA from DCU.

Corporate Client Executive

Cara McDonald

Our Team

Cara joined LHW in 2001 having previously worked in large Insurers both here and abroad. Her expertise is in the area of Group Pension Schemes as well managing our Corporate Clients other needs such as Group Risk. She holds a B.A. from UCD.

Client Service Executive

Valerie Browne

Our Team

Valerie’s key role is to deliver on the LHW promise of service excellence. With 20 years’ industry experience Valerie knows how to get things done in an efficient and timely manner on behalf of LHW clients.

Corporate Pension Client Executive

Roisin Kane

Our Team

Roisin joined LHW Financial Planning in 2015 from Wealth Options where she worked as a Pensions Administrator. She is currently studying for her QFA’s and successfully holds an APA in Pensions, Life Assurance, Investments and Savings.

Personal Financial Services

Take a look at our short video.

We do financial planning differently.

We help you achieve and maintain the lifestyle you desire; to get the most out of life without the worry of ever running out of money.

We take the time to listen and understand what’s really important to you. Whatever drives you, financial peace of mind will allow you to focus and enjoy the good things in life.

Phone: +353 1 2170130 Email: insights@lhw.ie

Corporate Financial Planning

Our corporate clients experience a blend of professional knowledge and personal service.

LHW Financial Planning provides a full range of corporate financial services, innovatively presented giving your company all its needs under one specialist roof.

Take a look at our short video.

Phone: +353 1 2170130 Email: insights@lhw.ie

The LHW Promise

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A LASTING RELATIONSHIP

LHW measures relationships in decades rather than years. We’ll be with you every step of the way to keep you on track to achieve your financial goals.

WISDOM

 

Whether dealing with staff benefit schemes or personal finances, we continually monitor the financial markets and broaden our knowledge. We use the latest technology to develop better solutions for our  clients.

TRUST

 

We provide impartial advice. We develop bespoke financial plans based on the specific objectives of each client. We want to earn the right to be your trusted adviser and help you achieve your objectives.

CLARITY

 

LHW works in a totally transparent manner. We explain every aspect of your finances in a simple and straightforward way. We discuss all charges so you understand where your money is going.

Our Financial Planning Approach

At LHW our aim is to give you peace of mind that you are on track to achieve your personal and lifestyle goals. We believe the key to success is a structured planning approach based on a clear understanding of these goals. That’s why we have developed our own unique Financial Planning process.

1. WE LISTEN

Help you identify your
financial goals

Identify a service level
that is right for you.

2. WE PLAN

Get a complete
understanding of your
financial situation today

Design a financial plan to
achieve your goal

3. WE ACTION

Research the market to
find the right products
for you.

Put the required product
solutions in place.

4. WE REVIEW

Review and monitor your
situation regularly

Provide support
throughout the year

Areas Of Expertise

  • Financial Planning
  • Retirement Planning
  • Post retirement planning
  • Investment Portfolio construction
  • Financial security for families and businesses
  • Wealth transfer planning
  • Corporate pension design and advisory services
  • Defined Benefit pension scheme consultancy
  • Executive and corporate health insurance consultancy

Get in Touch

We’d be delighted to meet to explain our approach in detail to you; how it works, what you can expect, what it costs etc.  This initial meeting will help you decide whether we’re the right partner for you or not. There is no cost for this initial meeting.  Get in touch using the form below and we’ll take it from there.




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