Confidential, Professional, Reliable

 

Based in the heart of the City of London, Liongate Wealth offers over 35 years of experience in Personal and Corporate Financial Planning.

Our emphasis is not only on upfront advice but providing long-term, holistic financial management.

With clients ranging from University leavers and First Time Homebuyers through to Professionals and Business owners, we believe in astute, technically sound advice that allows our clients to live the lifestyle they choose.

How we can help you

Whether it’s a matter of planning for your financial security or looking to purchase your first house, we think in terms of the tailor-made, holistic concept that meets your requirements.

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Why choose us?

Liongate Wealth believe in the provision of professional, confidential and understandable holistic financial planning.

 

The desire to meet our clients’ expectations is integral in all areas of our day to day business activities. We always work in our client’s best interest.

 

Liongate Wealth is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK

 
 
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Want more information? Contact us today

Testimonials

 

I have known Rebecca’s boss for over 40 years and I know he rates Rebecca very highly. He introduced me to her at the end of last year and since then she has been advising me on all aspects of my finances, obtaining a mortgage for me in March of this year, carrying out detailed reviews of all my insurances and pensions provision, and offering added value by way of introductions to potential users of my professional services too. She has been absolutely excellent. She is responsive, pro-active, maintains regular professional contact, is very patient when I “dither”, and overall I am extremely reassured that she has my best interests at heart and is giving me sound advice.

 I couldn’t recommend her enough. Her knowledge and experience are a huge asset, but she also has a great way with people, always making time for me with even stupid questions and explaining more complex problems in terms I can understand. The mortgages she has found for me have been better than what I’ve researched myself or my previous mortgage broker.

Rebecca achieved what initially seemed impossible by gently convincing my partner, a very cautious person, to invest money wisely. Liongate Wealth’s team financial advisory made the most of our current and desired financial situation as a couple. The process was smooth and swift and tailored to our needs. Thank you Rebecca, I would not hesitate to recommend Liongate Wealth