Company Information

Get to know planning for life ltd

Established in 2004, Planning for Life Ltd is a firm of Independent Financial Advisers (IFAs) based in St Albans, UK. The company provides a comprehensive range of financial planning services to both private individuals and corporate clients. Their core mission is to offer impartial and tailored advice to help clients achieve their financial goals, focusing on areas such as pension and retirement planning, investment strategies, inheritance tax planning, and personal/business protection. As they are directly authorised and regulated by the Financial Conduct Authority (FCA), they operate under a strict code of ethics and professional standards.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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planning for life ltd

United Kingdom

Founded in

2004 (22 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

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This company is currently Unproved.

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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.