Lifetime Financial Consulting Ltd are a firm of Chartered Financial Planners offering independent and bespoke financial advice to both private individuals and businesses. We strive to provide total peace of mind where money matters are concerned and to help our clients achieve their financial goals.
Our aim is to expertly take care of every aspect of your finances. Lifetime Financial Consulting Ltd are authorised and regulated by the Financial Conduct Authority. The service provided by Alistair and Clare was first class at all times, exceeding my expectations; not only was the transfer completed well within the deadline date, but I received a substantial tax free lump sum on my 50th birthday ensuring that I had a truly memorable day!
Our aim is to expertly take care of every aspect of your finances. Lifetime Financial Consulting Ltd are authorised and regulated by the Financial Conduct Authority. The service provided by Alistair and Clare was first class at all times, exceeding my expectations; not only was the transfer completed well within the deadline date, but I received a substantial tax free lump sum on my 50th birthday ensuring that I had a truly memorable day!
Services
Twenty years experience in delivering professional advice; a genuinely focused commitment to client care and building long term relationships; truly independent financial advice. Lifetime Financial Consulting is dedicated to taking time to understand your financial situation as a whole. Where are you now?
There is nothing like financial peace of mind: knowing that you are ready for the future; that your assets are protected and those who are important in your life are taken care of. At Lifetime Financial Consulting we take time to properly get to know our clients so that our advice encompasses everything and our solutions are specifically tailored to your requirements.
Our Essex pension planning service involves discussing your wishes for the future and encompasses every aspect of your financial situation so that we can tailor a plan aimed at providing you with the lifestyle you anticipate. We'll look at the entire picture for you and will provide specialist pension planning advice on:.
Inheritance Tax (IHT) can be a big problem for those who inherit your estate; but there is a way to reduce the amount that has to be handed over to the tax authorities, and that is by smart IHT planning. In Essex and the South East in general, many homes have exploded in value over the years which is why it is vital to put a strategy in place to ensure your loved ones are able to enjoy as much of your estate as possible.
All investments carry a degree of risk. It is essential therefore that your adviser has a thorough knowledge of this complex area of financial planning as well as a wealth of experience from which to draw. This knowledge and experience helps to ensure that you make the right investment decisions consistent with the degree of risk that you are prepared to accept.
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