Our Company

Life Planning Solutions, Independent Financial Advisers is Ossett, West Yorkshire

LifePlanning Solutions was formed in 1998 with our head office based in Ossett, Nr. Wakefield in West Yorkshire. Roy Blacker the founder and senior partner of LifePlanning Solutions has been a practising independent financial adviser since 1985.

'What's in a Name'

The concept of ‘Life Planning’ is increasingly becoming more recognised in helping individuals and their extended families meet their personal short, medium and long term life goals.
 
It was no coincidence that our company name, ‘LifePlanning Solutions’ was given its name many years ago, when we realised how financial advice could assist individuals and their families with their Life Planning goals.
 
By taking more time initially to understand what you want out of life we save you time in the long run by getting it right first time.

As professional Independent Financial Advisers we have access to the full range of products and services available in the UK, as opposed to a Tied Agent or Company Representative who may only advise and offer products from the company they represent.

We are authorised to deal with many forms of financial services, and specialise in giving advice to clients on a wide range of subjects to assist with personal financial planning.

Our range of products and services covers:

1.    Personal Financial Planning

2.    Personal Insurances

3.    Retirement Planning

4.    Savings & Investments (including Wrap investments)

5.    Wealth Preservation/Tax Planning


We also provide a wide range of seminars and courses to employers and their employees enabling them to offer and receive clear, concise, financial advice (without jargon) on many topical issues in a timely manner as part of their employee benefits programme. Courses and seminars include the following:

1.    At Retirement  (employees within 18 months of retirement)

2.    Preparing for Retirement (employees with approx. 5-10 years to retirement)

3.    Severance / Redundancy

4.    Financial Awareness (suitable for all ages)

5.    Will & Estate Planning

As and when necessary, we shall also be pleased to introduce you to the services of other professionals such as Solicitors, Accountants and Stockbrokers.

The Financial Services Authority does not regulate will writing and taxation and trust advice.