Mike Robertson Associates Ltd, Lifestyle Financial Planners Battle East Sussex

Mike Robertson Associates Ltd would like to wish all our website visitors a very Merry Christmas.

We will be closing up from the 17th December and reopening on the 4th January 2021 (subject to Government approval). During this time we will still be checking our emails periodically.

Life Centred Financial and Lifestyle Financial Planning

Coronavirus Update

Life Centred and Lifestyle Financial Planning. For a Brighter Financial Future. Financial Planners in Battle offering Financial Planning across the UK

We offer our clients, Life Centred Financial Planning. Plus, Lifestyle Financial Planning. These two areas provide you with the knowledge, guidance and or advice within the financial services sector.

This allows you to achieve a brighter financial future. Both are also authorised and regulated by the Financial Conduct Authority (FCA) working within the UK regulatory regime.

Our life centred planners work with you to understand your financial planning requirements. We are unlike other traditional independent financial advisers that just offer financial advice – we are so much more.

We assist you, businesses and families by utilising the money you have to achieve the best quality of life you can. Life Centred Planning is about you, never about the product.

Our life centred planning looks at how your cash flow is serving your primary aims and meeting your short term goals.

We offer a complimentary 30 minute no obligation consultation. For our services, we offer you a simple monthly retainer fees:

Lifestyle planning is all about directional financial planning, a return on life. Lifestyle financial planners act as devil's advocate in constructing a specific life plan with you. Concluding a custom-made road map, giving you the peace of mind that your finances and future are on track. This undertaking is a positive step towards making a difference to your family, business, money and life.

We also offer our clients the ability to retain our services. By doing so will assist you with essential financial guidance throughout the rest of your life, creating a brighter financial future. Always make sure the financial advisor or planner is whom they say they are.

Download our Guide to Creating the Life You Want.

Download our Complimentary Guide

What you'll find in our guide:

  • How to plan for the life you want
  • Creating a total wealth solution
  • Identifying your life and financial goals
  • Different investment options
  • How to protect your wealth and understanding investment risk

For your safety, there are specific professional criteria you need to seek. Firstly, and especially for your protection, go to the Financial Services Register. Enabling you to check out the individual, the firm and their details.

This information will give you greater satisfaction knowing that they are whom they say they are. And are authorised and registered in England and Wales and are regulated by the Financial Conduct Authority.

The Financial Services Register shows all the details of the individual and the details of firms. It is also showing if they are, or have been, regulated by the Financial Conduct Authority. It will tell you if any individual or firm has lost or cancelled its regulated status.

Life Centred Financial and Lifestyle Financial Planning Blog Posts

IFA vs Lifestyle Financial Planner

A Life Centred or Lifestyle Financial Planner is a new concept. Most people are familiar with people called 'Independent Financial Advisers, or IFA, for short'... Read our blog post here

IFA vs Lifestyle Financial Planner. Independent Financial Adviser, Independent Financial Planners, Lifestyle Financial Planners, Lifestyle Financial Planning

Life Centred Planners - the Alternative Financial Advisers

You may be wondering what is a Life Centred Planner and what makes them different from traditional Financial Adviser? Our blog posts describes how we work differently... Read our blog post here

What is a Life Centred Planner? What makes them different to a Financial Advisor? Financial Planners, Financial Planning

Independent Financial Adviser Services

Personal financial planning is a longstanding, ongoing practice that understands all facets of classifying your personal finances. It could be, pension and retirement planning... Read our blog post here

Independent Financial Adviser Services, Personal Financial Planning, Personal Finances Lifestyle Financial Planners, Lifestyle Financial Planning

Members of Resolution

Mike Robertson and Phil Hassell are both members of Resolution - first for family law.

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