Mike Robertson Associates Ltd, Lifestyle Financial Planners, Battle East Sussex

Lifestyle Financial Planning
For a Brighter Financial Future


A Lifestyle Financial Planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning (for business owners).
Work out what is a balanced lifestyle? What are your life behaviours, opinions or interests? What does a career mean to you?
How are you finding your work life? Let us ask you the question Have you got a vision for your perfect lifestyle?

Have you got goals in place for your perfect lifestyle? Have you got plans for your children's/grandchildrens future education? What interests have you got?

Independent Financial Advisers or IFAs or Lifestyle Financial Planners who are professionals that offer independent advice on financial matters to their clients and recommend suitable financial products from the whole of the market. We listen to you on all areas including many matters such as investment, retirement planning, insurance, protection and mortgages (or other loans). IFAs also advise on some tax and legal matters.

We provide Lifestyle Financial Planning to help guide you through the process to defining your goals and recommending a tailored strategy to meet your individual needs that will be flexible enough to adapt as your life changes.

We will ask more challenging questions. Questions such as:

  • What's most important to you?
  • What are your core value's?
  • What does money mean to you?

As Lifestyle Financial Planners we will help YOU establish YOUR financial goals and needs, rather than find a gap and recommend a product to fill it.

Click here to see what our client have to say about our service - https://www.vouchedfor.co.uk/financial-advisor-ifa/battle/3703-mike-robertson/reviews - If you choose to receive advice from Mike after contacting him through VouchedFor then he will discount his fees by £200.

A Lifestyle Financial Planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning (for business owners).
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Check out what our clients have to say about our service:

Mike Robertson ranked as one of the top 250 IFAs in the UK
Check out our reviews on VouchedFor. Mike Robertson Associates Ltd, Battle East Sussex

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Mike Robertson Associates Limited is an appointed representative of Lighthouse Advisory Services Limited, which is authorised and regulated by The Financial Conduct Authority. Registered in England No 4501167. Registered Office 30-34 North Street Hailsham East Sussex BN27 1DW

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Mike Robertson Associates Ltd is located in Battle, East Sussex, near Hastings, Bexhill and Eastbourne

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