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  11. Lifeplanning Solutions

Lifeplanning Solutions

Independent Financial Adviser  Lifeplanning Solutions, Ossett, WF5 9ND
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FCA authorised
Last authorised 10th January 2022
Investment and Retirement planning advice you can trust from a fee based Independent Financial Adviser with over 27 years experience
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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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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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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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Stockbroking services
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Long term care
Meet our advisers
MR Roy Charles Blacker DipPFS
Partner / Adviser
About us

We specialise in retirement and redundancy financial planning by providing seminars and courses to employers and their employees on financial / life planning matters. We also provide advice to individuals who seek out our service independently. If you would like a seminar / course or require individual advice without obligation then please do not hesitate to contact us.

Our services

We pride ourselves in providing a personal service to all of our clients where all existing clients are offered and provided with an ongoing annual review service. We also provide ad-hoc and more frequent regular reviews when requested or where recommended to meet your personal requirements. Initial meetings can be held at your home, at your place of work or in our office. If you require a personal consultation without cost or obligation please do not hesitate to contact us.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Lifeplanning Solutions, Rcm Business Centres, Dewsbury Road, Ossett, WF5 9ND

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