Lifestyle Financial Planning

At Life Financial Planning - part of the 2Plan Wealth Management Group – we are qualified chartered financial planners providing both individual and corporate advice. Our head office is based in Leeds, West Yorkshire whilst we have offices located throughout the UK including London.

We specialise in Lifestyle Financial Planning which is truly independent, involves all aspects of your finances and does not involve financial products.

Through this type of service we are able to create a highly bespoke and comprehensive financial plan which enables you to meet your goals through proper ongoing financial management.

By fully understanding your current situation, income, expenditure and goals we are able to utilise our specialist software to work with you on an ongoing basis to create your comprehensive financial plan.

This plan will give you a detailed picture of where you are now as well a year by year forecast of your situation so you can see what the financial future looks like, allowing you to live the life you want without the worry of running out of money.

By understanding what’s important to you we can also help to answer the big questions such as:

• When will I run out of money?
• When will I be able to stop working?
• Am I taking too much risk, or even too little?
• What would happen in the event of illness or death?

Lifestyle Financial Planning has proved particularly valuable by giving client’s financial security and financial independence in particular to business owners, those looking to stop work or looking to sell their business.

HOW WE WORK & OUR BELIEFS

As independent financial advisers we are not tied to any particular provider and can advise you on products from the whole financial market. This means we will always provide the most suitable solutions for your individual needs and circumstances.

Our costs are transparent and the first meeting is held at our own cost. We will agree any fees upfront prior to any work commencing ensuring everything is understood and there are no surprises.

We believe that everyone is different and that no single financial solution fits all. At our Initial meeting with you our aim is to fully understand your situation and objectives - enabling us to provide an independent, individually-tailored financial plan.

We believe the key to successful financial planning is having a long term trusted relationship with your consultant providing you with advice that is reviewed on a regular and ongoing basis.

We understand that our clients’ appreciate us being there for them in both the good and bad times - providing clarity and help through the financial maze. The key for our advisers is not only to provide high quality advice but also a high level of service, ongoing communication and added value.

Being part of the 2Plan Wealth Management Group we are able to spend more time with our clients and to provide the service they require as our technology, systems and support are second to none in the industry.

About 2plan

2plan are a National IFA business providing independent, whole of market advice, structure and complete compliance and technology services to self-employed financial advisers across the UK.