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Continuity
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.
Last Updated on Thursday, 28 April 2011 14:28
The Freedom Programme is an exclusive and on-going programme incorporating sophisticated life, financial, investment, pension and tax planning. We work closely with your professional partners to ensure your financial affairs are managed to enable you to lead the life to which you aspire whilst preserving your family's wealth.
The service includes the following:
Last Updated on Friday, 04 May 2012 08:50
The Pinnacle Programme is a comprehensive and on-going programme incorporating core life, financial, investment and tax planning to ensure you balance the attainment and preservation of long-term financial security with the achievement of profound life goals in the near term.
The programme includes the following:
Last Updated on Thursday, 28 April 2011 14:29
The Ascent ProgrammeThe Ascent Programme is a mid-range financial planning programme to help you to improve your financial organisation and formulate and achieve your life and financial goals.
The service includes the following:
Last Updated on Thursday, 28 April 2011 14:29
The Pathfinder Programme is an entry-level and ongoing financial planning programme that will set you on the road to financial organisation, clarity and peace of mind. It will guide and support you in the achievement of your goals.
The service includes the following:
Copyright © 2009 Planning for Life Ltd.
Planning for Life is authorised and regulated by the Financial Services Authority, registered number 448184.
Planning for Life Ltd is registered in England, no 5144684. Main and registered office: 2 Bondgate, Helmsley, York, YO62 5BR, telephone 01439 770 105, email admin@planningforlife.ltd.uk.