Financial planning could help you reach your life goals and provide security for your family to offer peace of mind.
Whether you’re seeking financial advice for the first time, or you want to explore how working with a different financial planner may work, you might struggle with assessing which financial planner is right for you. Here are four reasons to contact us and arrange an initial meeting.
1. We believe face-to-face meetings are essential
We want to work in partnership with our clients and get to know you. After all, understanding more about you and your ambitions or concerns places us in a much better position to create a bespoke financial plan that has your aspirations at the centre.
We believe that offering face-to-face meetings is an essential part of creating lasting, trusting relationships. Our clients benefit from regular in-person meetings where we can discuss changes in your life or goals, and how they may affect your financial plan.
Many clients find these in-person meetings with a financial planner who knows them and their circumstances reassuring.
Of course, that doesn’t mean in-person meetings are the only option – you can contact us by phone and email too.
2. We are independent financial planners
As independent financial planners, we’re not limited by the type of product or provider that we can recommend to you. So, you can rest assured that our advice aligns with your best interests and reflects what we believe is the best approach to reaching your goals with your circumstances in mind.
In contrast, some other financial planners may be “restricted”. As a result, they may only recommend certain solutions to you and, in some cases, may be tied to a particular company. It could mean you miss out on weighing up some options that might be right for you.
3. We’re an accredited Chartered firm
Chartered status is the “gold standard” in financial planning and places us among the UK’s leading practices.
Chartered status accreditation relies on our team maintaining high standards and committing to ongoing professional development. As well as delivering high-quality advice, as a Chartered firm, we must follow a Code of Ethics set by the Chartered Insurance Institute. So, our clients know their finances are being handled by knowledgeable professionals who they can rely on.
4. You can book an initial meeting with one of our financial planners free of charge
We know that searching for a financial planner can be a daunting prospect, and it’s important that you feel comfortable discussing not only finances but your life goals too.
That’s why we offer potential clients a first meeting free of charge and with no commitment. This provides you with an opportunity to understand how you might work with Lifeplan and get to know our financial planners.
Arrange a meeting with the Lifeplan team
Our goal is to provide tailored financial planning to help our clients reach their goals. In a survey, 100% of our clients said they would recommend Lifeplan to family, friends, or work associates, and, in fact, 74% had already done so.
If you’d like to learn more about how we could support you, please get in touch.
You can email info@lifeplanfm.co.uk or call 01207 297100 to speak to our team.
Please pass along our contact details if you know someone who could benefit from our expertise and services too.
