LDB Wealth’s Director Lewis and Operations Manager Donna make a pretty successful team. It was this, along with their combination of qualifications, experience and skills, that made them decide to set up their own family run financial planning business back in 2014.
Proud of our personalised, tailored and holistic approach to financial planning, we operate an open-door policy to clients, welcoming any queries or news on life changes, moving goals or ambitions. There for all of life’s big events – and the smaller ones – you can always drop in to see us at our Dartford Business Park offices and chat through what you need or want over a cuppa, if you’re in the area.
Or, if you are based anywhere else UK-wide, or you simply prefer, you can reach us by phone , email or even the form here on our website.
With a focus on building strong long-term relationships with our clients, we want to make things as easy as possible for you.
Our clients put their trust in us, day in, day out, and we take this responsibility seriously. Our core values reflect this.
Trust and reassurance
Without fail, we strive to ensure our clients feel reassured that they are in the safest of hands – that they can trust the advice we give them is completely and unequivocally the most suitable for them at that time, given their financial situation and objectives.
Personal
Providing the same services offered by larger, national financial corporations, we endeavour to provide all the benefits associated with a friendly family run business yet with the same high standards. Furthermore, we aim to exceed your expectations wherever possible.
Innovation
We always strive to offer the best possible service.
With emphasis on future-proofing, we continually improve and update our technological provisions, doing all we can to keep your information safe and secure, and making our systems as easy as possible to use.
Our values align with our clients’ needs and ambitions.
