Life Goals Ltd T/A Life Goals Financial Services was founded in 2003.
We are Certified Financial Planners™ who specialise in creating sustainable financial planning solutions for our clients. We work in partnership with our clients to help them achieve real financial independence at the desired time and formulate strategies to enable them to transfer their assets to their families in the most tax efficient manner when the time comes .
The process involves 5 steps which are
- Financial Discovery to enable us to understand your specific circumstances and objectives including your future goals and ambitions.
- Agreeing the most suitable financial strategy for you
- Detailed analysis and research resulting in recommendations specific to your circumstances
- Implementation , executing your strategy
- Monitoring and review , keeping you on track
Our expertise is working with professionals ,Self-employed SME’S and company directors of small to medium size companies .
We at Life Goals Financial Services are keenly aware of the changing world we live in and pride ourselves on keeping ahead of the many changes the Financial profession has experienced in recent years. We are constantly improving our knowledge and service and investing in specialised technologies which enable us to provide ongoing financial solutions to our clients in order to help them achieve their financial independence.
When you become a client of Life Goals Financial services you will be dealing with individuals who are educated to the highest standards within the financial services profession and will hold the masters level CFP® qualification.