Langholm Dalton are a firm of independent professional financial advisers specialising in wealth management based in the North East.
From our Seaham and Darlington bases, we provide individual financial planning service to over 500 clients. The business was originally established in 2008 and due to continued growth and demand, we additionally offer a full mortgage advice service.
Our individual clients benefit from our wealth management service incorporating all existing investments, pension funds and protection plans. In addition, we provide ongoing financial advice in relation to end of year tax planning, portfolio rebalancing and amendments to the financial plan based on changing client circumstances or government legislation. As a minimum, all clients are offered a full financial planning review on an annual basis.
For our business clients we offer specialist financial advice which includes employee benefits and business protection advice. We class business clients as companies, partnerships and sole traders.
Our employee benefit service helps your business provide the most suitable type and level of benefits to achieve your business objectives of recruiting and/or retaining quality staff. Business protection incorporates ownership cover, key person cover and business loan cover.