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Asset Management

Services

The Asset Management Department of Lupton Fawcett specialises in all aspects of Investment Management and Financial Planning for private clients, their pension funds and trusts - providing a comprehensive, bespoke and totally independent service.

Our objective is to preserve, manage and enhance wealth using an active and innovative approach to management. We utilise the latest software and techniques, offering solutions to clients in addition to traditional equity and bond investments.

We have provided comprehensive financial advice to our private clients for generations - clients who appreciate a competitively priced and first class personal service from an experienced, reliable and reputable team.

We are one of the founder members of ASIM (Association of Solicitor Investment Managers) and SIFA (Solicitors for Independent Financial Advice).

Our Asset Management Department has its own mini site. Please click here to follow the link.




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