Live Smart Financial Planning Ltd

Name: Live Smart Financial Planning Ltd
Address: 423 Kirkstall Road, Leeds, England, LS4 2EW, GB
Telephone: 07977 065231
Price range: $$$
Rating: 5

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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Information

423 Kirkstall Road

Leeds, England, LS4 2EW

07977 065231 livesmartfp.com/

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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.

5.00 · 5 reviews

Overall rating

Dave Gladwin

via Google

· 11 months ago

I've been working with Julian sorting out my retirement for something like two years now, first of all kudos for the patience in dealing with my disorganised pension pots and getting them into shape. And the best advice I would give to anyone is that it's never to early to start getting your retirement plans in order, stay on top of things and seek professional advice early, it WILL make a difference to you in the long run. Julian and his team have worked hard to put me into the best position for my retirement and continue to provide valuable advice as to how to protect my investments against an unpredictable global economy. I don't feel like I'm just another account, I'm treated as an individual with advice tailored to me and my lifestyle. I happily recommend Julian and Live Smart to my friends and colleagues.

Andy Palethorpe

via Google

· 1 year ago

For almost 25 years, Julian has been an absolutely essential part of my financial journey. His expertise has been invaluable across many areas of my financial life – right from securing my very first mortgage, through establishing my pension and arranging life insurance, to now meticulously planning for my retirement. What truly sets Julian apart though, is his unwavering commitment to putting his clients' best interests first. I have complete and utter faith in his sound financial advice, and honestly, I consider him an unparalleled partner in helping me achieve my financial goals.

Chander Sandleford

via Google

· 1 year ago

Worked with Julian & the LiveSmart team for over 5 years now. The advise we've received has be invaluable. They really know what they are doing. Putting us well on our way to retirement. Julian is always super helpful, personal or professional.

Loraine H

via Google

· 2 years ago

Julian is passionate about his work, very easy to deal with, and committed to getting the best outcomes. He has helped me plan better for retirement, giving clear and detailed advice. He's recommended moving my pension to a low cost platform and has been very tenacious dealing with my current provider, in the face of much misinformation and delays. His fee structure is transparent and very reasonable. I can finally relax knowing that my pension is appropriately invested. I'd definitely recommend Julian for retirement planning.

Jacqueline Davies

via Google

· 2 years ago

Recently had a review with Julian. He is very passionate about protecting my best interests. It’s good to see that he has diversified into other areas that are as equally important, for example will writing. There is no one better to do this for me as he is completely aware of my situation. Also as my daughter lives abroad, his services include guiding her in any eventuality. Great peace of mind knowing she will have this vital support from someone I trust.

Vibrant Wealth Management Ltd is a premier financial consulting firm located in Leeds, dedicated to providing personalized wealth management services. With a 5-star rating from satisfied clients, the firm is known for its professionalism and attentive customer service. Led by experienced consultant Yogesh, the team offers tailored financial strategies, regular reviews, and expert advice, ensuring clients feel secure in their financial planning. Whether managing pensions, investment strategies, or savings for education, Vibrant Wealth Management empowers individuals and families to achieve their financial goals with confidence.

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