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Our Process

Your quest for real wealth begins with a roadmap for success.
No matter your definition of true wealth, We will support and be by your side every step of the way

Make An Appointment

Our 6 Steps

The desire of our company and financial planners is to help and support people from all walks of life find thier own vision and meaning of real wealth - money is just a means to an end.

As a Life-first financial planning buisness we believe that we offer a service and therefore due to our unique fixed-fee / subscription services we can help and support any body as its not dependant on wealth.

Step 1.

Initial Contact

This allows us to understand what it is your looking to achieve and establish and define our relationship.

  • What is it you want to achieve?
  • What would a perfect outcome be for you?
  • What do you expect from your financial planner?

The financial planner will explain what they will, and will not do, agree the terms of engagement, fee's and expectations.

Step 2.

Discovery

We will need to collect relevant information, which means answering our questions, also your financials.

  • What's important to you about money?
  • How would you like to live the rest of your life?
  • What is your main priority?

Whether you are planning a vision of retirement, looking to understant an estate plan or planning to retire soon, we will help you discover where your life and financial goals meet.

Step 3.

Planning

We then chew the numbers and start to develop a draft financial plan, its a draft plan because the final touches, are done with you.

The final plan is created with you, it's not a report.

We will discuss the make up of your investments and what investment risk means to you.

The financial planning process is carried out with you, it is engaging and visual, where you view your cash flow and plan, either face to face, or over zoom / microsoft teams.

Step 4.

Strategy

We will finalise, review, explain and discuss your Lifetime Financial Forecast.

Our initial suggestions will set out where you are now financially, what you would like to achieve and highlight any gaps that need to be filled to achieve your goals and objectives.

Step 5.

Implementation

Once you have decided on the way you would like to proceed, our team will implement your plan, our formal proposals will be written, we will lease with any product providers on your behalf.

We set your financial plan into action, then consistantly monitor the required actions and communicate these with you.

Step 6.

Ongoing Future Planning

Financial Planning is a dynamic process, and life happens, and things change.

A key element of our service is that we will arrange a forward planning meeting with you at least annually to discuss your financial and life plans and make relevant changes along the way. We will keep regular communication with you and review your plan at agreed time intervals to make sure you remain on track to meet your lifestyle goals.

What We Will Do

  • Ensure you are financially well-organised
  • Ensure that you can manage yout investment risk
  • Help, you achieve your goals and objectives
  • Be open, honest and by your side

What We Won't Do

  • Give you a plan and run, leaving you to it!
  • Only be in touch with you once every few years!
  • Only focus on your money and investments rather than you and your life
  • Suggest anything to you that we would'nt do ourselves or our family

Book your FREE
call now

Within 30 minutes we can get to know you - your situation, goals and needs - then we can summarise how we can help you persue true lifestyle wealth.

Life Planning Ltd (registered number 11827257)

Life Planning Ltd. is authorised and regulated by the Financial Conduct Authority (No. 963468). Life Planning Services. provides non-regulated lifestyle financial planning and estate planning services.

The Financial Ombudsman Services (FOS) is an agency for arbitrating on unresolved disputed between regulated firms and their clients.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as financial, tax or legal advice. Please consult financial, legal or tax professionals for specific information regarding your individual situation. The opinions expressed and the material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Additional information about Life Planning and its planners is also available online at the FCA's register.