Common Sense FPL
127 Birmingham Rd
Lichfield, Staffordshire WS14 9BJ
Training: Master of Life Planning more info
Master of Life Planning
RLP® actively participating in Life Planning Mastery program
Completed entire Registered Life Planner® (RLP®) curriculum
Completed 7 Stages and EVOKE® practical training
Completed introductory 7 Stages Life Planning Workshop
Completed Life Planning Presentation Training
From a technical perspective, we have award winning expertise in tax and estate planning, however, everything is conducted with a life planning bias.
About My Practice
Our approach is built on a philosophy that your wealth should be aligned in such a way that it enables your life, not the other way around. The result is not so much a single, rigid, financial solution, but a vital process in which your wealth is always at the service of your life. The real questions in financial planning are not, "How much do you have now?" or "How much will you need in the future?" The real question is, "How do you want to live your life and how can your wealth support those ambitions."
The main thing we share with our clients is the wish to live every day to its full potential. Our clients tend to join us at a stage in their life where there is significant change, such as selling a business, divorce or loss of a spouse.
BA Hons Business Studies Chartered Financial Planner STEP Financial Services Cert (Society of Trust and Estate Practitioners)
Fee based, flat fees, hourly rates and percentages of assets under management.
RLP ® Since
Industry Start Date