At LEBC, we have the insight to understand your needs today and the foresight to meet your requirements tomorrow. Treating you as a person, not someone to sell to – that’s what inspires us. We hope our approach inspires you too.
Our work begins with getting to know you: building a relationship based on trust, empathising with your situation, understanding what you want and where you want to be.
Every person is an individual and every organisation is unique. So it’s good to know that, throughout our history, we’ve stayed as independent as you are.
On the private client side, we specialise in advice for people in Later Life, from inheritance tax/ trust planning to care fees advice, equity release, investment planning and taking pension benefits. For our corporate customers, we specialise in workplace pensions, automatic enrolment and group risk.
The Barn, Manor Farm, Bristol, BS35 4AT
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