About Lifetime IFA

Our Advice Process

We feel that it is important for you to know the process by which we give advice so you can be sure of the excellent service we provide. Here is a summary of our advice process:

Understanding you, your circumstance and your concerns.

By understanding your aspirations and your current family and economic situation in detail we will be able to offer you the most suitable advice.

Analysing your needs.

Using the information from our first meeting we will analyse your specific needs and look at your whole financial situation to provide you with completely holistic advice.

Research.

Our wealth of knowledge, technology and experience enables us to reach the solution that meets your needs best.

DROP US A LINE

For a free initial consultation, without obligation, please complete the form below or call 01803 526 171

Recommendations.

Advice is always provided in writing and our suitability report which will document the advice we recommend will be discussed with you before we put into place anything we recommend.

Putting into effect our Advice.

Once you are happy with the recommendations we have provided we will be happy to complete the relevant applications for the providers.

Ongoing Care and Advice.

We will look after your investments on an ongoing basis and provide you with regular feedback and updates to make sure that we regularly address the performance of our plans compared to your original and new financial aspirations you may have.

If you have any questions about us or our services feel free to contact us at your convenience.