Planning for Life provides a comprehensive life and financial planning system. We tailor our services for individuals and you can choose how much input you want from us.

• The Strategic Planning service explores and develops your goals, deals with obstacles, and develops policies and strategies for your financial resources to achieve these goals. This is fundamental to your future prosperity and happiness and is a necessary process before you move onto one of our life and financial planning programmesOur charges for this service will depend on the time taken and we will be able to provide an estimate of the cost at our initial meeting

• The Implementation Service handles all the setting up and administration of your investments. Our charge for this service depends on the time taken but we have efficient systems and processes to ensure the time spent on these tasks is kept to a minimum.

• The four Life and Financial Planning programmes are the core service we provide to clients. We offer four different levels of service ranging from entry level to fully comprehensive, so you can always select the most appropriate service to suit your circumstances. You pay a monthly retainer for the service, and that is all; we do not take commission or any other form of indirect payment, so you know exactly what you pay us (but bear in mind that providers of financial products you use may charge fees which will be in addition to our fees). Please not you cannot join a programme without first developing a strategic plan with us

We also ensure you know exactly what you get for your fee. Will ask you to sign a client agreement each year, which incorporates our Service Standards. We believe we are one of only a few financial planning firms to have developed written Service Standards. These set out in detail what is available to you as part of our Review Service. We will provide you with the appropriate Service Standards at our initial meeting.

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