Longhurst

Longhurst

Financial Services

Kingham , Oxfordshire 601 followers

Wealth management that’s good for your soul | Money Marketing ‘Small Firm of the Year’ 2023 🏆

About us

Longhurst is a human-first financial planning practice which combines inspirational lifestyle planning with expert independent financial advice and wealth management. Working predominantly with business owners and senior executives, together we will answer your big questions. How do we put a clear financial plan in place for the future? Do we have enough money to live a fulfilled and secure life? Will my family be ok if something happens to me? How do I ensure my wealth is protected and passed down through my bloodline? What type of legacy will I leave behind? Can you help me leave my existing financial adviser? We will help you to turn a vague financial future into a vivid one. We will help you to focus on leading a happier life, not just a wealthier one. We will encourage you to stop, reflect, and really think about what and who matters most to you. And, where needed, we will also help to install and build financial confidence. We help people to visualise, then maximise, every possible life opportunity. Remembering – Life’s not a rehearsal, so let’s get planning!

Industry
Financial Services
Company size
2-10 employees
Headquarters
Kingham , Oxfordshire
Type
Privately Held
Founded
2018
Specialties
Lifestyle Financial Planning, Wealth Management, Investment Management, Estate Planning, Debt Management, Disaster Planning, Business Owner Strategies, Sound-Boarding & Coaching, and Retirement Planning

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