LIFESTYLE FINANCIAL PLANNING SERVICES

Lifestyle Financial Planning Services provides high-quality financial advice to all their clients. To help them provide this high level of service, they take the time to get to know their clients. The first step is to understand your goals, aspirations and current financial situation. If you are seeking limited financial advice on a single issue, they’ll ask just as much as is necessary to be able to provide appropriate advice. However, if you want a detailed financial plan, they’ll conduct ... a more in-depth analysis of your financial goals, attitude to risk and present financial position – including your income, assets, investments and liabilities. Before undertaking any work, they will clearly explain the various steps involved in the financial planning process, as well as their fees and charges. They’ll also take the time to answer all your questions. If you are happy to proceed, they will then begin working on a plan for you. If part of their advice involves recommending certain products, they will set out in writing their reasons for suggesting those products so you can ensure you are happy with their recommendations before proceeding. They can also provide you with contact details for some of their existing clients (with their permission). You can speak with them to find out more about how they work and what their experience with them has been like.More