With the shareholders of Lincoln only being clients and team members, we are aligned with our clients in a way that does not normally exist in our industry. This approach means that our shareholders care about exceptional service and long-term investment performance rather than driving profits at the expense of clients.

The transparency we provide to shareholders is for the benefit of all our clients. Their presence ensures that we remain focused at all times on delivering on our responsibilities to clients, in a fair and unconflicted manner.

Shareholders and team members do not receive discounts, nor are they provided with better access to interesting opportunities than other clients.

We were founded with one aim; to make wealth management work for our clients. Our strength lies in understanding exactly what our clients want to achieve and providing a personal service on an individual basis. 

We do not have any of our own products, nor do we conform to a particular investment style. We have built the business to be as aligned as it can be and always focused on our clients’ best interests. 

We have the courage of our convictions, and for this reason our team have their own personal assets in the same investments as our clients, putting us on common ground with them.

With our own assets committed, we are engaged in a way that few other wealth management businesses are. If we ever lose money for our clients, then we will lose money for ourselves and our families too.

We believe our clients should receive the highest quality of service. Our entire approach is, and always has been, to focus on building strong relationships with our clients. 

All of our Advisers have extensive experience in the financial 
services industry and have a deep sense of pride in what they do. 

Everyone that works at Lincoln is directly engaged with clients 
and shares a passion and common goal to provide the best 
possible service.