Company Information

Get to know Life Planning Solutions

Established in 2002, Life Planning Solutions Ltd is a firm of Independent Financial Advisers (IFAs) providing holistic financial planning services. The company's mission is to help clients protect and grow their wealth by offering tailored advice on pensions, investments, inheritance tax planning, and personal/business protection. As independent advisers, they are not tied to any single provider, allowing them to recommend solutions from the whole of the market to best suit their clients' financial goals and circumstances.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Life Planning Solutions

Australia

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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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.