Who we serve

Asset 2

Lockhart Capital Management acts for a select group of individuals and their families who look to us for help in managing the core of their financial planning and wealth management needs.

Our clients include business owners & entrepreneurs, partners of other professional services firms, as well as, those who have accrued wealth during their working lives. They are predominately located in the UK, however in certain situations we also work with those that currently reside overseas.

We also provide specialised services to the recipients of catastrophic personal injury and clinical negligence awards.

OUR CLIENTS

Whilst our clients are all different they share a commonality in the fact that they have invariably all been successful in their own right. They will often already be financially independent, or well on the way to being so, and look to Lockhart Capital Management to help then build upon and maintain this position for the rest of their lives.

pentagon

OUR CLIENTS

Whilst our clients are all different they share a commonality in the fact that they have invariably all been successful in their own right. They will often already be financially independent, or well on the way to being so, and look to Lockhart Capital Management to help then build upon and maintain this position for the rest of their lives.

CLIENT SEGMENTS

PARTNERS OF PROFESSIONAL SERVICE FIRMS

world_in_hand

PARTNERS OF PROFESSIONAL SERVICE FIRMS

Becoming a partner at a professional services firm is a huge achievement, although the privilege is likely to be associated with long hours and a level of commitment and focus that can often leave little time for personal financial planning.

The partners of Lockhart Capital Management have a deep understanding of the pressures and issues that can face a partner and as such are ideally placed to provide both advice and counsel to them. We have helped numerous individuals through their partnership trajectory and understand the changing needs and help that will be required from the time of the initial entry into the partnership, through the middle consolidating years and then on to the eventual exit planning.

We also understand the sometime complex compliance regulations that some partners may need to adhere to.

Our guidance allows our clients to plan for the future, safe in the knowledge that they are taking all of the correct financial actions at the right time so that they can focus on their career. Our planning places them in a position from which they can then make informed personal financial decisions.

INDIVIDUAL & FAMILY WEALTH

world_in_hand

INDIVIDUAL & FAMILY WEALTH

We act for a select number of individuals and their families who have often accumulated wealth during their working lives, be it through accrued income and bonuses, business sale or as a result of an inheritance or major lottery win. They now feel a responsibility to protect this wealth for future generations whilst at the same time wishing to enjoy the fruits of their hard work to the full. Our financial planning allows our clients to make informed decisions on important issues such as future expenditure, or when assets may need to be realised to sustain a certain level of lifestyle, or as part of a wider gifting and succession plan.

In tandem with our Private Investment Office, we can then advise upon the level of investment returns that may be required to either maintain their wealth in real terms or grow it as required. For those that need it we can also provide oversight and counsel on other parts of their estate.

We make sure that our clients are making best use of all of the legitimate tax exemptions which are open to them and that they have a cohesive set of appropriate and professional advisers around them at all times.

RECIPIENTS OF PERSONAL INJURY & CLINICAL NEGLIGENCE AWARDS

world_in_hand

RECIPIENTS OF PERSONAL INJURY & CLINICAL NEGLIGENCE AWARDS

The rebuilding process required after a lifetime changing injury is difficult, daunting and emotionally challenging. The financial implications are significant and complex and can leave individuals and families overwhelmed. The proposition that we have built is designed to give peace of mind, understanding and control back to the individual, their families and professional advisers. By leading with the construction of a financial plan built around the requirements, hopes, fears and aspirations of the injured party and by projecting the figures forward into the future, a robust blue print can be built. This in turn can then allow confident and measured decisions to be taken around levels of expenditure, investment risk and return.

Having concluded the financial plan it may be appropriate to invest part of the award for the longer term, at which point our Private Investment Office can deliver a suitable investment strategy. This ensures that the financial plan and the investment strategy work accurately in conjunction with each other. The emphasis is then on continued dialogue between the client and ourselves to ensure the financial objectives remain on track.