Lifetime Solutions Financial Planning Limited

Independent Financial Adviser  Lifetime Solutions Financial Planning Limited, Kings Hill, Kent, ME19 4YU
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FCA authorised
Last authorised 11th October 2021
We understand that no two clients are the same and we tailor our advice to suit your goals and objectives.
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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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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Accident & sickness
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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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Payment protection 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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EEA
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Rest of world
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Commercial mortgages
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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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Group risk
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Long term care
Meet our advisers
MR Robert Brand FPFS, Chartered Financial Planner
Chartered Financial Planner
MR Bruce Regan DIP PFS, CERT CII (MP)
Director
About us

Welcome to Lifetime Solutions; we are a Chartered Financial Planning firm helping clients manage their assets and guide them down their road map to financial freedom. Our areas of expertise include wealth management, tax planning, pension saving, retirement solutions, school free provision, long term care planning, inheritance tax planning and trustee investments.

Our holistic philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence; we are also able to determine how to invest your current assets and future savings tax efficiently. Demonstrating your financial road map over your lifetime, making sure you are able to support your current and future lifestyle.

Please visit our website at <url hidden>

Our services

At Lifetime Solutions, we look at your current status including your investment portfolio and pensions to determine if your current lifestyle is maintainable both now and in the future.

We are able to determine how to invest your current and future savings tax efficiently using a variety of investment wrappers.

We are able to demonstrate your financial road map over your lifetime, making sure you’re able to support your current and future lifestyle.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Lifetime Solutions Financial Planning Limited, 30 Churchill Square, Kings Hill, Kent, ME19 4YU

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