Lincoln Wealth Management
Lincoln Wealth Management is a trading name of Slaiyburn Financial Planning Ltd, a regulated independent financial advisory firm. This service is offered exclusively to Lincoln Finance customers.
Advice is provided by Jake, a fully regulated financial adviser, who believes good financial planning should feel clear, personal, and a lot less intimidating than most people expect.
Whether you’re planning for retirement, protecting your family, growing your wealth, or running a business, Lincoln Wealth Management is here to help you move forward with clarity and confidence.
How we can help you
We offer tailored advice across a wide range of financial areas — explained in plain English:
Pensions
Helping you build a retirement plan that lets future-you live comfortably (and maybe enjoy a few holidays).
Mortgages
Helping you find the right mortgage, without the headache or endless comparison tabs.
Savings
Making sure your savings are working harder than they would sitting quietly in a low-interest account.
Business Protection
Safeguarding your business, your people, and your hard work if the unexpected happens.
Investments
Growing your money in a way that suits your goals and your comfort level with risk — no gambling required.
Company Pension Schemes
Supporting employers in setting up pensions that work for both the business and the team.
Personal Insurance
Protecting you and your family financially if life throws an unexpected curveball.
Inheritance Tax & Succession Planning
Helping you pass on your wealth efficiently — to your family, not the taxman.
What it’s like to work with an adviser (no awkward sales pitch, promise)
First meeting – getting to know you
This is all about understanding your situation and what you want to achieve:
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Initial meeting to discuss your goals, concerns, and priorities
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A full review of your current financial position
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A clear explanation of your attitude to investment risk (in human terms)
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Gathering details of any existing investments, pensions, or policies
Think of it as a financial MOT — thorough, but no judgement.
Second meeting – building the plan
This is where everything comes together:
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Researching solutions tailored specifically to you
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A follow-up meeting to talk through the findings
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Clear, written confirmation of the advice provided
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Straightforward recommendations you can actually understand
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Help completing any paperwork (yes, even the boring bits)
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Handling administration and document processing for the agreed advice.
You stay in control. We handle the complexity.
If you’d like clear advice, honest conversations, and a financial plan that actually fits your life, get in touch using the form.
Your future self will thank you — and you won’t even need a calculator.
Ready to take the first step?
Lincoln Wealth Management is a trading style of Slaiyburn Financial Planning Ltd. Slaiyburn Financial Planning Limited (Registered in England No. 06918298) is authorised and regulated by the Financial Conduct Authority (FCA) under reference number 770375.