Real Financial Planning
True financial planning is one of the best-kept secrets of modern life. It’s not about chasing returns or picking the right investment – it’s about answering one fundamental question: How do you want to live the rest of your life?
Our process is designed to provide clarity, structure, and long-term financial confidence. Instead of allowing finances to dictate your decisions, we ensure that your financial plan is driven by your personal goals, values, and vision for the future.
Every recommendation we make is carefully considered to support your lifestyle, ensuring that your finances serve you – not the other way around.
Our Key Services
Cash Flow Forecasting
A bespoke, forward-looking financial plan designed to give you clarity on how your wealth can support your aspirations.
Financial Assessment
A structured review of your current financial position, helping you understand your income, spending, and long-term sustainability.
Risk Management & Protection
Strategies to safeguard your wealth and protect your family against unexpected life events.
Retirement Planning
Helping you plan financially and mentally for a fulfilling retirement, ensuring you transition with confidence.
Investment Planning
A globally diversified, risk-aligned investment strategy tailored to your objectives and long-term financial needs.
Estate & Legacy Planning
Ensuring your wealth is structured and transferred efficiently and in line with your wishes.
Tax Planning
Optimising your allowances and structuring your finances to mitigate unnecessary tax liabilities.
Ongoing Guidance & Support
Financial planning is a journey, not a one-time event. We provide continuous support, challenging assumptions and keeping you on track towards your goals.
At Life Planning Ltd, we go beyond wealth management – we create a strategy that allows you to live life on your terms, with confidence and clarity.
