Strategic Financial Planning for Successful Individuals and Families

Livian Wealth is an independent wealth management firm based in Brentwood, Essex and London, dedicated to delivering tailored financial advice that puts your goals first.

Get in touch

Our Services

Tailored Financial Advice

At Livian Wealth, we provide tailored financial advice that goes beyond individual products or one-off recommendations.

Our focus is on building long-term strategies that bring clarity, structure, and confidence to your financial life.

Whether you are growing wealth, extracting capital, planning for the future, or looking to improve efficiency, we work with you to create a plan that evolves as your circumstances change.

Who We Work With

We typically work with:

Business owners

At Livian Wealth, we work with business owners to bridge the gap between business success and personal financial security.

Learn More

Families

At Livian Wealth, we work closely with families to create joined-up financial strategies that support every stage of life, across generations.

Learn More

High Net Worth Individuals

At Livian Wealth, we work with high-earning and high-net-worth individuals to create clear, tax-efficient strategies that turn financial success into long-term independence.

Learn More

Our Approach

We work closely with you to understand your full financial picture, then build and manage a strategy aligned with your goals.

Our proven process that we will use to deliver advice:

1) Engagement

We will find out what you want and gain an understanding of your hopes, goals and objectives. This first step is all about you, not just your finances.

2) Discovery

We’ll then establish your current financial position. This will include working out your assets and liabilities, income and expenses and understanding your overall situation.

3) Research, Analysis & Plan Creation

At this stage, your adviser will assess all the information they’ve gathered and consider what is working for you, what can be improved and create your Financial Plan.

4) Presentation

We’ll deliver a detailed report, including justifications for the recommendations we have made. You’ll then agree with us how you wish to proceed

5) Implementation

Your adviser will take on the responsibility of putting any changes into action. This will be undertaken with great care and attention. After this, you will be on the right track.

6) Ongoing Review

The process doesn’t stop at implementation. The best results happen when your adviser revisits your plan regularly to make sure it continues to work for you.

Or the attached image or similar could be used instead of text.

We are here not just to advise, but to partner with you over the long term.

Why Livian Wealth

As an independent firm, we are not tied to any provider or product, meaning our advice is based entirely on what is right for you. We have access to the whole of the market, allowing us to research and recommend solutions that genuinely fit your needs, rather than being limited to a select panel. This ensures our advice remains objective, transparent, and focused on delivering the best possible long-term outcomes for you.

Get Started

Our Expert Services

Financial Planning

At Livian Wealth, financial planning brings everything together. Your income, assets, goals, and future ambitions are aligned into one structured plan that gives you clarity and direction.

Learn More

Tax Planning

At Livian Wealth, we work alongside your accountant to complement their work and ensure your wider financial plan is structured as efficiently as possible.

Learn More

Retirement Planning

At Livian Wealth, our focus is not just on retirement as an age. It is about helping you achieve financial freedom. The point where work becomes optional and your lifestyle is fully supported by your wealth.

Learn More

Livian Legacy Planning

At Livian Wealth, we help individuals and families put the right structures in place so their wishes are carried out clearly, efficiently, and with confidence.

Learn More

Business & Exit Planning

At Livian Wealth, we help business owners bridge the gap between business success and personal financial security. From ongoing profit extraction to planning for a future exit, we ensure your wealth works for you both now and in the long term.

Learn More