Company Information

Get to know Client Care | Lifestyle Financial Planning

Established in 1983, Client Care | Lifestyle Financial Planning is a UK-based financial advisory firm that operates as a trading style of Independent Financial Solutions (London) Limited. The company specializes in creating and managing bespoke financial plans centered around their clients' desired lifestyles. Their core mission is to help individuals identify, achieve, and maintain their life goals without the fear of running out of money. As Chartered Financial Planners, they adhere to a high standard of professionalism and ethics, focusing on services like retirement planning, investment management, and inheritance tax strategies.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Client Care | Lifestyle Financial Planning

South Africa

Founded in

2002 (24 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.