Lanmor Wealth Management, our new investment management and financial planning division within the practice, assists our clients to exploit the financial potential of their business or personal assets.  

By working closely with our clients and using our detailed understanding of their circumstances and aspirations, we can provide a comprehensive financial service tailored to their needs.

Our clients can expect the benefit of expert advice on the following:

• Investment planning and portfolio management
• All aspects of pre and post-retirement planning
• Inheritance tax planning
• Corporate financial planning, including employee benefits
• General Protection ie Private Medical Insurance

We also offer a Discretionary Management Service to manage investments for clients. Initially we consider how to allocate funds between different asset classes, before selecting appropriate funds in each asset class.

Our Investment Panel is headed by:

Adam Katten
Adam is a Director of Lanmor Wealth Management and sits on the investment committee.

Adam advises high net worth individual clients and corporate clients in all areas of financial planning and with a focus on investment. He advises clients on portfolios ranging from £250,000 – £10M.

He qualified as a chartered accountant with BDO Stoy Hayward, before deciding to focus on financial planning and he helped to run their financial planning business as a director. Adam has a passion for client service and has ensured that his high standards are replicated by all his team as part of the culture of the company.

Lee Pittal
Lee is a Director of Lanmor Wealth Management and is Chairman of the investment committee.

He is a chartered accountant, chartered tax adviser and qualified investment manager, dealing with high net worth clients and product development. He qualified as a Chartered Accountant with BDO Stoy Hayward and was a director of their investment management group.

Lee has established a wide group of contacts among professional firms. He has helped to create and manage various investment funds and his entrepreneurial flair has enabled him to develop a number of opportunities for clients over the years.

To contact Adam Katten:      Tel: 020 8903 5122     Email: ak@lanmorwm.co.uk
To contact Lee Pittal:            Tel: 020 8903 5122     Email: lp@lanmorwm.co.uk

Consider Lanmor Wealth Management as your first port of call for expert financial advice and planning, and you will receive reliable, up-to-the-minute, professional advice.

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Lanmor Wealth Management is a trading name of NLP Financial Management Limited, authorised and regulated by the Financial Services Authority.