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

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In our guide, we'll help you identify where you are today and where you want to be, and what process to follow to create a plan that helps you achieve what matters most in your life.

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Lifestyle Financial Planning

What is Lifestyle Financial Planning?

Lifestyle Financial Planning is simply looking at the big picture of where you stand financially.

The Process

Lifestyle Financial Planning is a six step process:


Establish your short, medium and long-term goals in life.


Work out what asset and liabilities you have.


Analyse & evaluate your financial status.


Develop your plan.


Implement your plan.


Monitor your plan & make necessary adjustments by reviews.

But what are the benefits of Lifestyle Financial Planning?

  • Clear understanding of current circumstances and future goals
  • Clear guidance - what actions to take, when to take them and the implications of doing nothing
  • Everything explained and presented clearly and plenty of opportunity to ask questions
  • Greater confidence through increased understanding
  • Peace of mind that your financial health is being addressed
  • A sense of direction - providing opportunity to assess progress
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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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