We’re not just your financial planners.
We’re your trusted partners for life.
At Life Planning Ltd, we are passionate about helping people live their best lives through financial clarity, confidence, and control.
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We create a strategy that allows you to live life on your terms, with confidence and clarity.
Our Core Beliefs
We change lives, not just portfolios
Financial planning is about so much more than money – it’s about giving people the freedom to live the life they truly want.
We are passionate about making a difference, ensuring our clients wake up every morning without financial stress, with the confidence to make decisions, and with a plan that supports their ambitions.
We don’t just work with numbers – we work with people, dreams, and legacies. Our success is measured not just in wealth, but in the peace of mind and possibilities we create for our clients.
Clients come first – always
We don’t sell products. We don’t push investments. We don’t take shortcuts. We are here for one reason only: to do what’s best for our clients, every single time. Our planning is built around your life, your goals, and your values. That means we listen, we understand, and we put you first in everything we do.
Honesty, respect, and trust aren’t just words to us – they are the foundation of every relationship we build. If we don’t believe something is right for you, we won’t recommend it. Your success is our success, and we treat your future as if it were our own.
Planning first, wealth second
We believe wealth is a means to an end – not the end itself. That’s why our approach starts with planning, not products. We take the time to understand your aspirations, challenges, and vision for the future, creating a financial plan that ensures your money works for you, not the other way around.
Whether it’s retiring early, supporting your family, or simply having the confidence to live life without financial worry, we design strategies that are tailored to your unique lifestyle and aspirations. Our job is to eliminate uncertainty and give you clarity, so you can focus on living life to the fullest, without ever having to ask, “Will I have enough?”
A relationship that lasts a lifetime
Your financial journey doesn’t end when a plan is created – it evolves, just like life does. That’s why we’re not just here to set up investments and walk away. We build lifelong partnerships, ensuring you always have someone by your side, proactively guiding you through every life change, challenge, and opportunity.
We don’t just check in once a year – we are with you every step of the way, making adjustments, answering questions, and ensuring your plan stays aligned with your goals. We’re not just your financial planners. We’re your trusted partners for life.
General Financial Advice Disclaimer
Life Planning Ltd is authorised and regulated by the Financial Conduct Authority (FCA). FCA Registration Number: 963468. The information contained in this document is for general guidance only and does not constitute financial advice. Past performance is not a reliable indicator of future results. The value of investments may go down as well as up, and you may not get back the amount originally invested. Before making any financial decisions, we recommend speaking with a qualified financial planner.
Estate Planning & Tax Advice Disclaimer
Tax planning, including Inheritance Tax (IHT) and trust arrangements, is subject to individual circumstances and UK tax laws, which may change. The Financial Conduct Authority does not regulate tax or estate planning.
Investment Risk Warning
Investments carry risks, and their value can fluctuate. You may not get back the full amount invested. Future performance is not guaranteed, and taxation will depend on individual circumstances and may be subject to change. If you are unsure about any investment, please seek professional advice.
Mortgage & Protection Advice Disclaimer
Your home may be repossessed if you do not keep up repayments on your mortgage. Protection policies have no cash-in value and are subject to terms and conditions. Life Planning Ltd does not provide mortgage advice directly but works with regulated mortgage advisers where required.
Retirement Planning & Pensions Warning
A pension is a long-term investment, and access to the funds will be subject to age restrictions and pension scheme rules. The value of your pension and any income from it may fluctuate. Tax treatment depends on individual circumstances and may be subject to future legislative changes.
FCA Complaints & Regulatory Reference
Life Planning Ltd is authorised and regulated by the Financial Conduct Authority (FCA). FCA Registration Number: 963468. You can verify our details by visiting the Financial Services Register at www.fca.org.uk/register. If you are unhappy with our service, you have the right to make a complaint. For more information, please visit FCA Complaints Handling.
