Autus Lifetime Planning Limited

Independent Financial Adviser  The Grange, Elvington, North yorkshire, YO41 4AZ
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FCA authorised
Last authorised 28th September 2020
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
Joanne Graham BSc (Hons) APFS
Director, Chartered Financial Planner
Ashley Marks BA (Hons) Dip PFS
Independent Financial Planner
Alex Turner LLB (Hons) APFS
Chartered Financial Planner
About us

We are a firm of independent financial planners. We believe that planning your financial future should be simple, straightforward and stress-free.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

The Grange, Wheldrake Lane, Elvington, North Yorkshire, York, YO41 4AZ

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