This might sound unusual for a financial management company. However, as Financial Planners we are committed to helping our clients live the life they want both now and in the future. This is the most important part of our business.
Gaining a clear understanding of our client’s needs and aspirations requires us to get to know them as people and discover what’s important to them, rather than what’s important to us.
We have all the tools to give effective, fee-based advice to our clients, including specialist advisers in all aspects of finance. Most importantly, that advice enhances our clients’ ability to achieve their life plans and, if required, helps clients live the life they want. The only way to make sure of this is to understand what that life looks like for each individual client.
We are classed as a restricted (whole of market) adviser. This kind of adviser is ‘restricted’ to the type of products they can advise upon, but will still offer impartial advice that considers all providers of those products.
Under the rules laid down by the FCA, in order for an advisory firm to be deemed independent it must be able to demonstrate it offers advice on all financial products from the whole available market. For various reasons Lifetime has chosen not to offer advice in certain higher risk financial product categories that in the main do not interest our clients. This means that we are classed as ‘Restricted Advisers.’ However, rest assured that we are not ‘tied’ to any product provider and we research the whole of the market to provide quality investment, pension and mortgage advice for our clients.
Our starting point is your story – not ours!
Meet Flo, your financial bucket!
- In order to ensure that both we and our clients are properly equipped to meet the demands of the latest EU personal data regulation (GDPR), we have integrated these demands into our Privacy Policy, which can be viewed by clicking on the link below:
