Company Information

Get to know life planning group

The Life Planning Group Ltd is an independent financial advisory firm based in the United Kingdom, holding the prestigious Chartered Financial Planners designation. Established to provide comprehensive financial planning, the company focuses on building long-term relationships with its clients. Their core mission is to help individuals and families achieve their financial goals through personalized advice on pensions, investments, retirement planning, and inheritance tax strategies. As an independent firm, they are not tied to any single provider, allowing them to offer impartial advice tailored to each client's specific needs.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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life planning group

United States

Founded in

2001 (25 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.