About Our firm

Who are LifePlanning Solutions

The idea behind creating LifePlanning Solutions in 1998 was to select experienced people who care about the advice and service they give and enjoy the work that they do.

Once that was achieved, appropriate services were specifically designed to meet the needs of the individual client and their families.

The next stage was to assist caring employers who wished to provide an educational seminar and workplace based advice programme to help their employees in making important financial decisions in a relaxed and friendly way.

We are pleased to say nothings changed!

Here are some ways we may be able to assist you

As an Individual Client we will…

Treat you as an individual

• Provide no cost no obligation initial discussions
• Make contact with you at least once a year
• Maintain your existing investments in one place
• Give you the opportunity to talk to a person not a machine
• Provide you with a consistent level of quality advice
• Use modern technology to enhance the service not replace it
• Provide access to our seminar programme

As a Corporate Client we will…

• Assist you in the provision of a bespoke workplace based advice programme and seminar service providing your colleagues with a no cost no obligation financial advice service to meet their needs.
• Provide your employees with all the individual client services as listed above.

Our Main courses include:

• Pre-Retirement - for planning at or close to retirement
• Redundancy / Severance courses – advice at a critical time
• Financial Awareness – planning finances during your working life

We trust you will enjoy our site and take advantage of the opportunities to request further information