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Helping you prepare for your family’s financial future.

How we help

Lindley Financial Management

Many of our clients want to ensure the value of their hard-earned wealth is preserved for the benefit of future generations. Our team of experts will work closely with you and your other professional advisers to ensure that a bespoke, flexible plan is created to make sure your wishes are met and tax liabilities minimised.

Retirement Options

Investment Planning

Protection Planning

Tax Planning

Long Term Care Planning

Mortgage Advice

Your pension is important and the rules have changed significantly over the last 20 years.

It can provide an essential income source for your dream retirement and enables you to live the lifestyle you have worked hard to achieve. You may have had several jobs or had a period of self employment which may affect the type and complexity of your pensions.

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We all need our money to grow to outperform inflation and as people live longer, financial planning is more important than ever.

With careful financial planning we can help you achieve your financial goals through investing. This is based on your attitude to risk and our approach is created around you. We know that everyone’s financial journey is different, and when providing advice we take into account our client’s needs and what they wish to achieve.

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Even the most considered and comprehensive financial plan can be disrupted by ill health or unforeseen circumstances. This is why our team of advisers at Lindley Financial Management endeavour to understand your needs and advise accordingly to provide tailored solutions that protect assets and safeguard your wealth. This will include an array of options to meet your protection needs.

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When it comes to tax, there are numerous products and strategies which can reduce the final amount of tax that we pay, whether this be income tax, capital gains tax or inheritance tax. Our tax planning experts will guide you through this complex area and help to build a tax efficient portfolio. Our tax planning services address your full needs to ensure your money is working its hardest, which will mean by making the best use of your allowances, we ensure your money is invested in the most tax efficient way possible.

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Whether this involves arranging care for yourself or a loved one, this can not only be an emotional time, it can also be a very complicated one. Here at Lindley Financial Management we are on hand to help. There will be plenty of things to think about and this may feel a little overwhelming. Arranging for the best quality of care in the right setting will be your priority and choosing the right care is probably something few of us have much experience of. The type and location of care homes, eligibility for state benefits, and funding the care itself, are all important considerations.

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Whether you are looking to move home, refinance your current lending or simply looking for a more competitive deal then we are here to help. The team at Lindley Financial Management provide an independent mortgage advice service, we look at the whole market to ensure that you receive the best deal and the right product for you.

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Who we are

We are committed to helping all of our clients create, sustain, protect and grow their wealth.

We offer a free initial consultation and we would be delighted to discuss our services with you and your current professional advisers to give you the best opportunity to achieve your financial and life goals.

Meet the team
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What our clients say about us

I have worked with Mark Learmont for over 20 years. During this time there has been a financial crash and covid to test the markets. It is during the difficult times that you find what your IFA is made of. Mark has guided me through these times in a calm and structured manner. Various different products from a range of suppliers have been used. Standard portfolios are not for me. I need to be able to consider the changing world and Mark has been able to direct me.

Brian Sugden – Chief Executive from Leeds

I trust my doctor with my health, I trust a very few friends with a book; I trust Mark Learmont with my wealth.

David Pearson - FCIB Chartered Banker