Our values shape the way we work

Our core values are hugely important to us and have helped shape the way we work as a business and how we help our clients, and others that come into contact with the business.

Helping others





Clients at the centre

Our values are hugely important to us and have helped shape the way we work as a business and how we help our clients.

First and foremost our clients are at the centre of everything that we do and their requirements are put before anything else.

Trust between ourselves and clients is essential – being independent and Chartered advisers emphasises this. Our independence is crucial – we don’t ever want to compromise the advice we give to our clients. Being independent endures that our clients are able to obtain the solutions that are right and bespoke to them rather than just what is available off the shelf.

We are Chartered Financial planners which demonstrates our high level of knowledge and professionalism as well as our adherence to a demanding code of ethics and practice. We understand its your life’s work and your family’s future we are dealing with so this should not be left to someone without the appropriate knowledge or skills.

Consistent service

We aim for consistency so clients know we are always there for them when needed, they know what they can expect from us and they know the value we add to them and their lives.

We aim to take the complex financial world and make it as simple as possible. Whether this means talking to clients without jargon or cutting down and streamlining the number of accounts and policies our clients have.

We are always looking to learn, improve, and adapt the way we work and serve our clients as we believe they deserve the best possible service we can give. By seeking out the best and newest technologies and improvements we aim to build on the great work we do to exceed our client expectations.

Ian is extremely easy to deal with and always follows up promptly with reports and recommendations. He is also accessible and willing to meet or discuss issues as and when required. I can happily recommend him to others.

Martin, Surrey

Ian is extremely careful, diligent and considerate in executing every aspect of his work.

Anne, Watford

Ian has been my personal financial adviser for some years. He has an understated approach - there is no big sell with Ian - and he is incredibly patient.

Tanya, London

Ian has been a trusted advisor to our family for over 10 years. Through out this time he has invested time to understand us and our financial needs, and has helped us to make key decisions that continue to shape our lives for the better.

Anthony, Kent

Ian is a very effective and plain speaker. He rationalises complex planning comprehensively and thoroughly, and presents information in a friendly and constructive manner.

Stephen – Yorkshire


At Life Financial Planning we believe in giving back and as such we are committed to integrating responsible business practices for the benefit of our clients, our people and the wider community in which we live and work.

This includes:

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