Lifetime Estate Planning

  • Call now for specialist advice 01424 230296

Financial Services

To offer the complete service to all of our clients, we have a number of associations with Independent Financial Advisers based all over Sussex, Surrey & Kent All of these are regulated and authorised by the Financial Conduct Authority (FCA).

At Lifetime Estate Planning the Independent Financial Advisers (IFAs) we recommend pride themselves on understanding our clients’ needs. Our clients are busy people, so we look for high quality independent financial advice delivered in a time scale that our clients’ lives demand, ensuring that their finances are working for them, both today and in the future.

The Independent Financial Advisers we work with offer a wide range of financial services from Mortgages and Loans to Insurance and Pension advice. At Lifetime Estate Planning the Independent Financial Advisers we partner with, focus on providing the best advice for our clients.

For the individual:

  • Personal Life Protection
  • Critical Illness Cover
  • Income Replacement
  • Retirement Solutions
  • Investment Solutions
  • Investment Advice
  • Savings Strategies
  • Home Buying Support
  • Mortgages
  • Inheritance Tax Mitigation
  • Long-term Care Needs


For the Business Market:

  • Keyman Protection
  • Shareholder Purchasing Planning
  • Retirement Solutions
  • Stakeholder Pensions
  • Employee Benefit Packages
  • Corporate Investments
  • Finance Raising / Restructuring


All advice is provided on a face-to-face basis.

Telephone: 01424 230296

Some of the above services are not regulated by the FCA

All of the Independent Financial Advisers that we are associated with at Lifetime Estate Planning are regulated and authorised by the FCA (Financial Conduct Authority.)

If you would like to be recommended to an Independent Financial Adviser please give us a call and we will introduce you to a local IFA.