About Us

Established in 2014, the team at LTI Wealth Management has many years’ experience providing practical financial planning advice to people, families and businesses in Warwickshire and the surrounding area.

We provide advice across a wide range of services including investments, savings, pensions and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At LTI Wealth Management, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.