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Live Smart Financial Planning Ltd

Tailored Financial Strategies for Secure Futures

5(5 reviews)
financial-advising
$$$
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About

Live Smart Financial Planning Ltd, located in Leeds, offers expert financial consulting to guide clients in planning their retirement and managing investments. With a 5-star rating, the firm is known for its personalized approach, ensuring that each client's unique needs and circumstances are addressed. Julian and his dedicated team prioritize the best interests of their clients, providing clear, transparent advice across various financial areas, including pensions and investment strategies. Live Smart aims to empower clients with knowledge and tailored solutions for a secure financial future.

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Location

Airedale House, Business Centre, 423 Kirkstall Rd, Burley, Leeds LS4 2EW, UK

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Services

Retirement Planning

Tailored strategies to organize pension pots and plan for a secure retirement, with ongoing advice to protect investments.

Pension Management

Expert guidance on moving pensions to low-cost platforms and handling providers for optimal investment outcomes.

Mortgage and Life Insurance

Assistance with securing mortgages and arranging life insurance to safeguard financial stability.

Investment Protection

Advice on diversifying investments to navigate unpredictable global economies and achieve long-term goals.

Will Writing and Estate Planning

Comprehensive services including will writing and support for family members, ensuring peace of mind for the future.

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