Lifeplan Investments Limited, established in 1991, is an independent financial advisory firm based in Cheltenham, UK. The company provides personalized financial advice to both individual and corporate clients. Their core services include retirement planning, investment management, mortgage advice, and protection solutions like life insurance and critical illness cover. As an independent firm, they emphasize their ability to offer impartial advice by selecting products from the whole of the market to best suit their clients' needs.

Founded in

Canada