Life Planning

Life Planning

Financial-Services

Company Tagline

Financial Planning CPD Specialists

Industry Category
Financial-Services
Company Description

Life Planning is a premier financial services firm dedicated to providing comprehensive and personalized financial planning solutions. Understanding that each financial journey is unique, Life Planning is committed to tailoring strategies that align with individual goals, dreams, and concerns. By paving the way for a brighter financial future, Life Planning offers expert advice in pension planning, investment strategies, protection, wealth management, and budgeting. Cash flow advice is also available, ensuring a holistic approach to financial well-being.

Through meticulously designed CPD courses, Life Planning is dedicated to fueling the future of financial planning and empowering businesses to meet their minimum competence requirements. Life Planning’s specialties include sustainable investments, income protection, pensions, specified serious illness cover, business protection, estate planning, and life assurance. With a commitment to excellence, Life Planning ensures that clients receive the highest quality of service.

Located in Meath, IE, Life Planning is your trusted partner in achieving financial success and security. The team at Life Planning is ready to assist you with all your financial planning needs, ensuring a prosperous and secure future. We invite the manager of Life Planning to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence.

Key Personnel / Employees
Kelly Anne Quinn CFP® QFA

Compare Companies Side by Side

Compare Life Planning with 3 companies in Financial-Services

4 Companies
Comparison Field
Life Planning
Life Planning
Main Company
Wilcox Day Wealth Management Ltd
Wilcox Day Wealth Ma...
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Bright Wealth Management, Senior Partner Practice of St. James's Place Wealth Management
Bright Wealth Manage...
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Elevation Investment Management (East Midlands) Ltd
Elevation Investment...
View Profile
Founded Year
2003
Company Size
2-10 11-50 11-50
City
Fleet, Hampshire Warrington, Cheshire Nottingham, Nottinghamshire
Country
United Kingdom United Kingdom United Kingdom
Skills & Keywords Comparing with main company
14 Total Skills
Financial Planning Investment Strategies Pension Planning Wealth Management Income Protection Estate Planning CPD Courses Sustainable Investments Pensions Specified Serious Illness Cover Business Protection Investments CPD Life Assurance
16 Total 1 Common 15 Unique
Match 7%
Common Skills:
Pension Planning
Unique Skills:
Contractors Employee benefits Financial Advice Financial Education Financial Wellbeing Individual Savings Accounts +9
6 Total 1 Common 5 Unique
Match 7%
Common Skills:
Wealth Management
Unique Skills:
Critical Illness Cover Financial Education Inheritance Tax Planning Mortgages Retirement Planning
6 Total 6 Unique
Unique Skills:
Cash flow Modeling Discretionary Fund Management Equity Release Mortgages Personal Protection Retirement Planning
4
Total Companies
2003
Oldest Founded
1
Countries
36
Unique Skills

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Alternative Company Names

This company is also known as

Life Planning 生活规划 जीवन योजना Planificación de Vida التخطيط للحياة Planification de la Vie Планирование Жизни Planejamento de Vida