Lifetime Wealth Planning

Lifetime Wealth Planning

Who we are

We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve.

Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised Lifetime Financial Plan which sets them on the road to financial independence and personal freedom.

When we can see that you can live the life that you want and achieve your dreams and goals without ever running out of money we know that our job is done.

Our relationships are built on integrity, authenticity and trust. You can relax and focus on the things that really matter, knowing that we are always on hand to help when you need us.



Our Approach

Whatever your goals, we believe that sound financial planning is the key to success. Our team of experts work together to create the right solutions tailored to your needs. Our role is to understand your position today by listening carefully, getting to know you and understanding what you want from life tomorrow.

In partnership, we can develop a Lifetime Financial Plan around the things you want to do in your life. We assess your financial situation, looking at where you are and where you want to be. We consider the level of risk you are prepared to take to achieve your goals and clearly define where your financial priorities and needs may lie.

Find out more

Contact Us

If you would like to get in touch please call us on +44 (0) 28 9020 2233 or email us at or fill in the form below and we'll get back to you.