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Life Planning Ltd is a boutique, independently owned financial planning firm based in Brentwood, Essex. We specialise in delivering high-end, lifestyle-based financial planning and wealth management services to a select group of private clients across the UK.
We typically work with successful individuals, families, business owners, and those approaching or in retirement who are ready to move beyond transactional advice. Our clients value expert guidance to structure their affairs meaningfully and strategically—to enjoy the lifestyle they’ve worked hard to achieve and protect it for the future.
Our approach is deeply personal. We start by helping clients articulate what truly matters to them—their goals, values, and aspirations—then design a bespoke financial life plan that aligns their financial resources with their ideal lifestyle. From cashflow forecasting and estate planning to tax-efficient investment strategies and intergenerational planning, we provide clarity and direction with empathy, discretion, and rigour.
As a family-owned practice, we believe in building long-term relationships based on trust, transparency, and integrity. Our clients know we are by their side for life’s key moments, acting only in their best interests, with consistent and honest communication at the core of everything we do.
We don’t just manage money—we help people live intentionally.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Brentwood, Cm14 9rh, Gb
- Industry
- Financial Services
- Keywords
- Sports Profession Specialist Lifestyle Financial Planners, Holistic Financial Planners, Career Transition Planning.
- HQ
- BRENTWOOD
Life Planning Ltd Questions
Life Planning Ltd's LinkedIn profile is https://uk.linkedin.com/company/life-planning-ltd
Life Planning Ltd has
2 employees.
View email and phone details for 2
employees at Life Planning Ltd.
Life Planning Ltd's industry is
Financial Services
Life Planning Ltd's top competitors are
Bradbys Wealth Management,
Financial Ombudsman Service,
Evelyn Partners,
St. James’s Place,
Women In Wealth,
Viva Retirement Solutions,
Money Matters,
Bank Of England.
Life Planning Ltd's categories are Financial Services
Life Planning Ltd's founding year is 2019
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Top Life Planning Ltd Employees
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Jakkam Vijaya
Salesperson At Life Planning Officer
Hyderabad, Telangana, India, India
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