Society for Lifetime Planning is a firm of independent financial advisers (IFAs) located in Cheltenham, UK. The company specializes in providing comprehensive and personalized financial planning services to help clients achieve their long-term financial objectives. Their core services cover retirement planning, investment management, and inheritance tax/estate planning. As an independent firm, they are not tied to any single provider, allowing them to offer advice from the whole of the market. The company is authorised and regulated by the Financial Conduct Authority (FCA).

Founded in

United States