Our services
We offer a wide range of ongoing and one-off services to clients; these are described here.
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Continuity programmes
( 4 Articles )
Planning for Life provides a range of long-term, financial planning programmes to suit the needs of clients from those requiring basic, entry level programmes to those requiring an all-inclusive, fully comprehensive service.
We provide comprehensive service standards for each programme. These enable you to see precisely what we provide for you; standards are incorporated into our Client Agreement, which we ask you to sign on apointment.
All services incorporate, as an absolute minimum, an annual review and a lifetime cash flow analysis.
These programmes are paid for by monthly fee. This is the only charge we make; we do not take commission or any other for of indirect payment (although you should be aware that providers of financial services or products you use will levy their own charges).
Our simple and clear fee structure combined with defined service standards is designed to provide you with certainty and confidence.
A pre-requisite for joining one of our continuity programmes is to participate in our strategic planning programme. This will provide you with a thorough understanding of your goals and strategies for achieving them.
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Non-recurring services
( 2 Articles )
We provide some services that do not involve an ongoing relationship or recurring fee. These include our Strategic Planning Service, (a prerequisite for joining a continuity programme) and Mapmaker, our two-hour rapid planning service as well as work done on a project basis.
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Seminars and workshops
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From time to time we run seminars and workshops for consumers and professional connections; details of this programme can be found here.
We can also provide bespoke workshops around the themes of life and money to companies, organisations, schools and other groups on request.
- Free services and products ( 1 Article )