Services
We offer a simple range of professional independent financial planning and advisory services to individuals, trustees and small business owners. Our clients live or work in Surrey, London, Bedfordshire and surrounding areas.
Comprehensive Financial Planning
Our Financial Planning service is called LifeWealth Design. This service creates a bespoke and comprehensive Financial Plan which will enable you to realise your life goals and take control of your money management.
Independent Financial Advice
Our range of independent Advisory services includes advice on all aspects of retirement planning, investments and protection. We have particular expertise in complex pension matters, care fees planning and trustee investments.
Information, Guidance and Implementation
We also provide an information, guidance and implementation website called BrilliantWithMoney.
