Protect and Invest Ltd is authorised and regulated by the Financial Conduct Authority under reference 469073. The Financial Conduct Authority does not regulate  Taxation and Trust Advice, Offshore Investments, Will Writing, Estate Planning, Deposit Accounts and some forms of Mortgages and School Fees Planning. Please visit our legal declarations pages.

LEGAL DECLARATIONS

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What is Lifestyle Financial Planning?

It is creating a plan to use your resources to live the life you want to live.

It is taking stock.

It is overcoming obstacles.

It is considering the things that are important to you.

It is having a back-up if things don't go your way.

It's figuring out the things you absolutely don't want to miss.

It is defining how you want life to be.

It's achieving your vision of a great life as soon as possible.

We believe this is Financial Planning, as it should be.