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Client service is central to what we do
We treat our clients as real people and families, not numbers. We listen as much as we talk, seeking to truly understand a client’s ongoing needs and objectives. This enables us to offer a personalised service and flex how we communicate and manage portfolios.
We build actively managed, diversified portfolios with an emphasis on resilience and growth. We aim to generate meaningful returns ahead of inflation over the long-term, regardless of market direction.
Portfolios that endure through time
We offer a highly competitive, tiered fee structure for all clients. Furthermore, if we fail to deliver a positive return over defined time-horizons, we reduce our fees.
Fair, aligned fee structure
Account opening is paperless, quick and straightforward. Transfers of stocks, ISAs and SIPPs are managed efficiently on your behalf.
Simple account opening and transfers
We understand the importance of trust and transparency. We keep jargon to a minimum and ensure our regular reports are clear and understandable.
Transparent & understandable
Why Lulworth?
Who we work with
What happens next?
Explore our website to find out more about our service and approach to investment management.
The next step is to have an exploratory meeting to discuss your circumstances and our approach in more detail. We do not charge you for any meetings and are always happy to meet in-person, virtually or on the telephone.
To get in touch, you can either email us some brief background information or alternatively, use the contact us form.
We listen to your requirements and objectives
During the initial meeting or call, we will learn about your financial objectives, attitude to risk, requirements for income, growth and any ethical criteria.
We discuss if our approach is suitable
We seek to build long-term relationships with our clients. If we do not think our approach is right for you, we will gladly suggest alternative service providers to consider.
We do all the heavy-lifting and make account opening painless
Our online account opening process is swift and easy. If you would like, we can even go through the whole process with you from start to finish.
Private Clients
We work with individuals, families, trusts and companies. We take time to understand each client’s financial objectives before building a portfolio designed to meet them. We also provide a range of additional services to help clients manage their wider financial circumstances, goals and cashflow requirements.
Charities & Companies
Our investment team have long-standing charity and corporate investment expertise. We offer a range of solutions, from cash reserve management to bespoke portfolios for those wishing to put ethical and environmental issues at the core of their investible capital.
Advisors
We work closely with financial planners and investment consultants, offering regular 1-1 contact, investment insights and access in order to strengthen your client relationships and deliver better outcomes.
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