Lifetime Solutions Financial Planning Limited

Independent Financial Adviser Lifetime Solutions Financial Planning Limited, 30 Churchill Square, Kings Hill, Kent, ME19 4YU
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th July 2019
We understand that no two clients are the same and we tailor your goals and objectives to suit you.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Robert Brand FPFS, Chartered Financial Planner
Director
Accreditations
Chartered Financial Planner
Bruce Regan DIP PFS, CERT CII (MP)
Director
Where to find us

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

Make an enquiry
About us

Welcome to Lifetime Solutions; we are financial planners based in the South East 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

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.

We understand that no two clients are the same and we tailor your goals and objectives to suit you.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000

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