Our Process

Set out below is the continuous process adopted by Financial Planning 4 Life for our clients.

Because our lives are continuously changing in one aspect or another, it is essential that we review things often. Being nimble in investments and also in thinking means that you should not feel locked into any particular strategy.

We set out a road map for our clients which are individual. Some clients need a great deal of education and advice whilst others are more suited to receiving support for their thinking. We can cater to both extremes and everyone in between.

Our first appointments are free of charge and it is during that time that each party assesses whether there is a basis for a professional relationship.


We can provide you with the initial forms when you sign up on the website or you may wish to contact us to discuss your needs.


Should you have any further questions please click here to email us.