LGT Wealth Management
David Lane has over 30 years of experience in the financial planning industry. From 1989 to 2012, they worked at AXA Wealth as a Senior Technical Consultant and Chartered Financial Planner. In this role, they specialized in UK pension tax and law, as well as the taxation of UK trusts. David provided training updates and seminars to Independent Financial Advisers and wrote articles for financial services magazines and newspapers. Since 2012, David has been working at LGT Vestra LLP as a Business Development Technical Director. David'sresponsibilities include understanding and communicating legislative changes and opportunities to key IFA and business partners. David continues to write articles and present at seminars on various financial planning subjects. David is a Fellow of the Personal Finance Society and a Chartered Financial Planner.
David Lane obtained their MA in Modern History from King's College London, where they attended from 2006 to 2008. Prior to that, they pursued a degree in Ancient History and Modern Politics at The University of Sheffield from 1984 to 1987. In addition to their academic qualifications, they hold several certifications, including being a Fellow of Personal Finance Society, a Member of the Chartered Institute for Securities, and a TEP from the Society of Trust and Estate Planning.
LGT Wealth Management
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Since 2008, we have been committed to offering clients a fresh approach to wealth management, with a service that is as individual as they are. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs. Our rigorous investment process means that we do not invest in anything we do not believe in. We do not manufacture and sell in-house products and we do not have product sales targets. Our advice is aligned to nobody’s interests but those of our clients. Our areas of expertise cover portfolio management services, financial planning, services for intermediaries and their clients and discretionary portfolio services for US connected clients via our subsidiary LGT Wealth Management US Limited. The partnership ethos of our business has allowed us to attract some of the best talent in our industry and draw together in-depth experience from multiple disciplines. We offer an experienced, personalised, flexible and direct approach to investment planning and management across multiple asset classes. Running through this approach is our core value of always putting clients’ interests first. Please visit our website at: www.lgtwm.com All content must be respectful and we reserve the right to remove and moderate comments. LGT Wealth Management UK LLP is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England and Wales: OC329392. Registered office: Fourteen Cornhill, London, EC3V 3NR. Investors should be aware that past performance is not an indication of future performance, the value of investments and the income derived from them may fluctuate and you may not receive back the amount you originally invested.