Financial planning for personal clients

We’ll help you build, manage and protect your wealth with tailored financial planning focused on your needs, aspirations and financial objectives. Our aim is to give you financial peace of mind, and also help you realise your aspirations and dreams.

We’ll create a financial plan designed to suit your individual circumstances, aspirations and financial goals. We have an experienced team of financial consultants across the UK to suit your needs and preferences. Our specialists can assist with all aspects of financial planning – from protecting your wealth, to tax planning and investing – call us on 01603 706 820 or email info@lffp.co.uk to arrange a consultation.

Forecasting and planning based on your circumstances and objectives

 

Investing tax efficiently

   

Asset management

Our services include:

  • bespoke plans to achieve your financial objectives such as;
    • family protection
    • school or university fees
    • inheritance tax planning
    • planning for retirement
  • personal cash flow analysis and forecasting
  • structured investment strategies
  • tax efficiency and planning
  • technical research and analysis
  • continued advice and support with regular reviews.

We start by gaining a full understanding of your current circumstances, along with your future needs, aspirations and objectives. We’ll research and develop a bespoke financial plan that reflects your attitude to risk and financial goals.

If you sign up for an ongoing service we’ll regularly review your financial plan to ensure it meets your evolving needs and circumstances. Throughout the process we provide full cost transparency, detailing the work that will be undertaken and how it will benefit you, ensuring you fully understand the recommendations.

Useful resources:

For more useful information, please visit our resource centre.

For more details please download our cash flow planning guide.

cash flow planning: a brief guide

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    What our clients have to say

     

    ‘I know you have done your best. You have kept in touch and your conversations have always left us feeling that you care.’

    Financial Planner: Kerry Holmes

    What our clients have to say

     

    ‘During this time [Coronavirus Pandemic], I have required support with my portfolio and needed questions answering. This has been fulfilled to my total satisfaction and reassurance’

    Financial Planner: Liz Burrows

    What our clients have to say

     

    ‘I have been very impressed by how I have been looked after by my personal financial adviser and I’m entirely happy with the service she has provided.’

    Financial Planner: Sarah Maguire

    What our clients have to say

     

    ‘[I have] no concerns because I know I can always contact my financial adviser either using email or the telephone. Very happy with the service received to date.’

    Financial Planner: Liz Burrows

    What our clients have to say

     

    ‘Kevin has been my financial advisor for a number of years and with his years of experience in the financial world he gives extremely sound and completely independent advice. I could not recommend Kevin more highly as a person to trust in the complicated world of finance.’

    Financial Planner: Kevin Froggatt

    What our clients have to say

     

    ‘You have been invaluable, giving me peace of mind concerning my financial affairs for many years.’

    Financial Planner: Graham Moore

    What our clients have to say

     

    ‘Thanks for your help and the great service.’

    Financial Planner: Nathan Munt

    What our clients have to say

     

    ‘I am extremely grateful for your understanding and patient approach to dealing with this for me. Thanks Nathan.’

    Financial Planner: Nathan Munt

    What our clients have to say

     

    ‘Lucas Fettes have been dealing with our Health Insurance Cover forever and I would highly recommend them to deal with your requirements.’

    *Part of a client referral

    Financial Planner: Beverly Lee and Neil Clarke

    What our clients have to say

     

    ‘I am delighted that Liz was recommended to me. She is super knowledgeable, incredible trustworthy, makes the world of pensions easier to navigate and to top it all off she is just a really great person.’

    Financial Planner: Liz Burrows

    What our clients have to say

     

    ‘My adviser made me feel he had my best interests at heart and I believe he organised the best retirement package for my needs.’

    Financial Planner: Graham Moore

    What our clients have to say

     

    ‘I am very happy with the professional and friendly service I recieved from Angela Carpenter of your Chichester office.’

    Financial Planner: Angela Carpenter

    What our clients have to say

     

    We are delighted with the friendly, personal and easy-to-understand advice we receive from Kevin. He always responds quickly to any queries and is very flexible in his approach. Finally feel like we are in control of our finances.

    Financial Planner: Kevin Froggatt

    Get In Touch

    Submit a contact form today and a member of our expert team will be in touch to discuss your needs further.


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