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Welcome to the Mike Robertson Associates Ltd Lifestyle Planning Blog. Here we share tips on how you might be able to make changes to your lifestyle and making plans for the future.

Benefits of Life Centred Financial Planning

Posted by Heidi Mortlock on 07-Oct-2019 06:30:00

Ever wondered what the benefits of Life Centred Financial Planning are? Take a look at our infographic.

 

Don't forget we offer a 1-hour complimentary consultation, so you can have a chat with one of our Life Centred Financial Planners and start creating a brighter future for you and your family today. You can get in touch via the website here or by calling 01424 777 156.

 

infographic outlining the benefits of life centred financial planning: 1. Achieve your goals - A Life Centred  Financial Plan helps your goals become a reality, 2. Your money is working hard - Your money is invested in the right places to meet your needs, 3. Peace of mind - No more stressing about money, know that your finances are being taken care of, 4. Trustworthy expertise - t's like having a best friend that knows all about the things you don't!

 

Further information

If you found this information useful, you may also want to check out the following:

 

Mike Robertson Associates Limited is an appointed representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Conduct Authority. See here for full details.

Specialising in Life Centred Financial Planning, MRA is unlike other traditional independent financial advisors – we are so much more. We help individuals, businesses and families achieve the best quality of life they can with the resources they have.  Life Centred Planning is about the person, not the product and our Life Centred Financial Planners look at how your money can be arranged so that it’s serving your aims and dreams in this lifetime.

 

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We are experts in cash-flow analysis, retirement planning, taxation, savings and investments, life centred planning and much more. We are passionate about working with you to help you achieve your life and financial goals, get control of your finances to enjoy a brighter financial future.

Based in East Sussex we service clients across the South East, Sussex, Kent and the whole of the UK including smaller towns such as Ashford, Battle, Bexhill, Bodiam, Brighton & Hove, Cranbrook, Crowborough, Eastbourne, Hailsham, Hastings, Heathfield, Herstmonceux, Lewes, Mayfield, Newhaven, Rye, Seaford, Sevenoaks, Tenterden, Tonbridge and Tunbridge Wells.

 

Sources:

Money Advice Service survey - Building the financial capability of UK adults

Financial wellbeing index 2019 - https://www.closebrothersam.com/for-employers/news-and-insights/25-million-uk-employees-affected-by-money-worries-while-at-work/

 

Tags: Lifestyle Financial Planning, Life Centred Planning

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