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Who We Help

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

Your level of Wealth should not dictate how much you pay

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.

What We Do

Financial Planning

Your financial planner will design a plan to evaluate your current financial situation and direct you toward real financial freedom.

Retirement Planning

We are here to help and support you avoid your own retirement concerns by putting your financial into terms helping you to visualise your future.

Estate Planning

Estate planning is an essential part of your overall financial plan, we guide and support you create a comprehensive estate plan so your assets pass in accordance with your wishes leaving little to chance.

Insurance

Insurance is essential to transfer risk from yourself and your loved ones onto an insurance company so an adverse event does not derail your financial and lifestyle plans. You would insure your car, so why not insure yourself.

Investments

Our disciplined and strong belief, backed by evidence of buy and hold time tested investment strategies provide you with low cost globally diversified porfolios, the value you need to persue your life goals.

Tax Planning

We incoporate your tax position with our planning and work closely with your existing trusted tax advisers, or we can introduce you to our trusted team.

Private Client Service

Complex needs can require, sophisticated solutions. Private Client Services members get the one-on-one support they need.

Business Planning

The team has worked with many different businesses. We are didicated to helping you grow and maximise your assets.

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.