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

Independent Financial Adviser Services

financial planning

What Could Personal Financial Planning Help Me With?

Personal financial planning is a longstanding, ongoing practice that understands all facets of classifying your personal finances.  It could be, pension and retirement planning, tax planning, cash flow budgeting, banking, insurance, mortgages, savings, investments, estate planning or later life forecasting. What all this refers to is the process of financial management and providing financial advice and services to all individuals, and couples, directors, partners and the self-employed.

This approach to personal financial planning is about meeting personal goals, whether that’s building your investment portfolio, or paying for your children’s university fees. In many cases, our independent financial planners will work with you for many years, assisting with your finances as you experience future life-changing incidents.

Personal financial planning is dependent on many elements: this could be income, salary, dividends, expenses, living requirements and individual goals and objectives. In terms of financial planning for directors, partners, and the self-employed, the process is very similar.  What it depends on is your focus and how you want your business to grow and develop.

Irrespective of the type of guidance and advice you are seeking, such as specific support or business direction. The procedure involved with personal financial planning means that we can implement a bespoke plan.  That allows you to fulfil all your requirements, within your financial limitations.


Why then Is Personal Financial Planning so Important?

Personal financial planning is necessary for all.  It achieves the means to manage your money, to accomplish personal financial contentment and peace of mind.


Your finances will be handled professionally by Mike Robertson Associates, providing you with a safeguard for your financial security and prosperity, not just for you today but for your future generations to come.


Personal financial management is a disciplined approach to not only managing your money but also reaching life goals. Our financial planners will work with you for years to come so that they can understand you and your financial needs to provide solutions that keep you financially comfortable.


What Can Mike Robertson Associates Help Me With?

We help a variety of individuals and businesses across a portfolio of services, including, but not limited to:


Click to contact Mike Robertson Associates Life Centred Financial Planners Today


Further information:

IFA vs Lifestyle Financial Planner

Benefits of Financial Reviews

Life Centred Planners - The Alternative Financial Planners

For a Brighter Financial Future


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.

Based in East Sussex, we service clients across the South East, Sussex and Kent, 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.

Tags: Financial Advice, Independent Financial Adviser, savings, financial planning, Pensions, Retirement Planning, Tax Planning, banking, estate planning, family protection, independent financial planners, Insurance, investments, mortgages, financial security, investment portfolio, financial guidance, tax efficient investments, saving for long term goals, personal financial planning, personal finance, Cash Flow Budgeting, later life forecasting

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