Our Approach
Lead Solution was founded by Lennox Pitt, a seasoned wealth management professional with over 3 decades of experience working with high-profile clients within the Middle East, Africa, Asia & Latin America. Leveraging his invaluable skills acquired in the financial sector, Lennox identified a gap in the market for a boutique service to fulfil the needs of his extensive client base.
Lennox decided to analyse existing companies in the financial sector, to implement a model that prioritised his clients and placed them at the forefront. With the intention of offering a full 360 marketing approach, which should make an ever-lasting mark in the wealth management sphere.
Lead Solution - Bespoke Financial Services
UNDERSTANDING
At the heart of every interaction lies our commitment to deeply understand what matters to you and lay a solid foundation of trust. You will collaborate with a personally assigned financial adviser, ensuring consistent service throughout.
GOAL SETTING
Once we assess your priorities, we establish realistic goals and develop a tailored financial strategy based on your individual circumstances.
ACTION
We firmly believe that our financial offerings provide the best value for your investments. We are committed to advancing your financial strategy, ensuring its smooth and timely execution.
performance monitoring
We are diligent in keeping you on track towards your financial goals and enhancing your financial position. Expect regular updates and monthly valuations on your investment performance with complete transparency.
analysis
Your investments will be accessible at any time through our detailed online platform, consolidating all information in one place. Your consultant will guide you on your assets and their performance.
At Lead Solution
OUR PRINCIPLE
Unlike our competitors, our primary focus is our clients. Our pricing and service delivery methodology place them at the forefront of our operations. We handle all aspects of client portfolio management, providing trustworthy advice and striving to meet or exceed client expectations. Our actions are guided by our values and professional ethics, ensuring our staff possess the necessary experience and training for their roles. At Lead Solution, we hold ourselves to the highest standards by fostering a working environment that promotes a sustainable approach to wealth management.
OUR FEES
Our unique fee structure allows you to choose the option that best suits your circumstances. Under our fee-based model, you pay a direct fee agreed upon before services commence. Opt for our Commission-based structure, where your product provider remunerates us based on portfolio performance, with no additional fees. All fees are communicated transparently before any commitment is finalised.
OUR ADVISERS
Our highly qualified team of British-trained and highly experienced advisers offer sound knowledge and transparent advice with a personal approach. Honesty and integrity always underpin our advice.
OUR VISION
Lead Solution aims to provide the highest level of service in the industry. We strive to be available, informative, and transparent at all times. Our focus on quality and performance permeates every aspect of our work, and we are confident that the advice we offer is top-notch, and the performance we deliver is unmatched.
