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Welcome to Lifetime Solutions Financial Planning Limited
Proud to be a Chartered Financial Planning Firm

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Wealth Management

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Financial Freedom Planning

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What We Do

Welcome to Lifetime Solutions; we are financial planners based in the South East helping you to manage your assets and guide you down your road map to financial freedom. Our areas of expertise include wealth management, tax planning, pension saving, retirement solutions, school free provision, long term care planning, inheritance tax planning and trustee investments.

 

Whilst our philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence; we are also able to determine how to invest your current assets and future savings tax efficiently. Demonstrating your financial road map over your lifetime, making sure you are able to support your current and future lifestyle.

Why Chartered status makes a difference...

Competence. Knowledge. Ethical behaviour.

Do these terms sum up what you look for in your dealings with insurance and financial planning professionals?

Well, they are precisely the qualities embodied by ‘Chartered’ status.

The Chartered Financial Planner logo signifies that an individual has committed to:

  • the highest levels of technical and professional knowledge and competence through professional qualifications
  • keeping knowledge and skills up-to-date through continuing professional development
  • ethical conduct through adhering to an industry Code of Ethics enforced through disciplinary sanctions.

Rob Brand is very proud to hold Chartered Financial Planner status.

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