Our analysis and recommendations are generally limited to the following broad areas of your financial circumstances:
retirement planning

Pensions

A review of your existing and future provisions and plans, to include, where relevant, advice on appropriate investments and structures for your existing retirement savings.
regular savings

Regular Savings

Recommending appropriate investment solutions to help you achieve your mid to long-term goals with your excess income.
estate planning

Estate Planning

Ensuring where possible that your assets are held tax efficiently in the event of death and will be distributed in line with your wishes.
investment review

Investment Review

Ensuring that your assets are invested in line with your attitude to risk, time frame, and currency needs and with the aim of meeting your desired goals and objectives.
insurance planning

Insurance and Risk

An analysis of your current provision in the area of life and disability risk, compared against your potential liabilities. This may include pure life insurance and disability income protection.

We are a Lifetime Financial Planning firm
specialising in offering independent advice
to the international community.

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Guides to financial planning

“Setting a goal is not the main thing. It is deciding how you will go about achieving it and staying with that plan.”

Tom Landry