Defined Financial Planning Limited is an independent financial advisory firm based in Derbyshire, UK. The company specializes in "lifestyle financial planning," a process designed to help clients align their financial resources with their life goals and aspirations. As independent advisers, they are not tied to any specific product providers, allowing them to offer impartial advice across a range of services including retirement planning, investment management, inheritance tax planning, and personal protection. The firm emphasizes building long-term, trust-based relationships with clients to provide clarity and confidence in their financial future. They are authorised and regulated by the Financial Conduct Authority (FCA).

Founded in

United States