LIFETIME FINANCIAL SOLUTIONS Families Helping you secure your family’s financial future We know how important it is to protect your family’s capital and plan for the future. You might be looking after your growing children or taking care of elderly parents, both of which raise challenges for your family finances. Alternatively, you might be looking to build up capital for specific objectives, plan for retirement or you might have a pressing financial challenge that needs addressing, such as moving home or the immediate cost of care. Family life can be complicated, but financial advice can help you make sense of everything. Here’s how we can help: We’ll take the time to understand you and your family’s financial challenges and objectives. We want to know what it is you’re looking to achieve in life. We make recommendations to help ensure that your capital is invested in a tax-efficient way which meets your attitude to risk. We’ll help you plan for retirement, organising your pensions, savings and investments to help you retire on your terms. We help ensure your financial situation and arrangements are robust enough to prepare for any potential financial shocks, for example those caused by ill-health or an early death. If you have children, we help you manage upcoming financial implications such as the cost of education or helping them get on the housing ladder. We can also help you prepare a will to ensure your children will be looked after should the unexpected occur. If you have elderly parents, we help you manage the cost of care and ensure you’re making the appropriate choices to best secure their comfort and happiness. We help with estate planning, managing any debts and minimising taxes to secure the value of your assets and make sure they’re in the right hands after you’re gone. If you need financial advice in relation to your family, we are here to help. Fill out the form below and someone will be in touch. EXPLORE Our Services MEET Our Team VIEW Case Studies HOW CAN WE HELP YOU? Send an enquiry What is your name, please?* What number should we call you on?* 0 of 12 max characters What's the best email to contact you by? How can we help you?* Our Norfolk Office Blofield Business Centre Woodbastwick Road Blofield Heath Norwich NR13 4RR 01493 369061 info@lifetimefinancialsolutions.co.uk Our Suffolk Office Unit T Camilla Court Nacton Suffolk IP10 0EU 01473 356556 info@lifetimefinancialsolutions.co.uk Mortgages on and equity released from your home will be secured against it. Lifetime Financial Solutions is a trading name of Sophex Limited which is authorised and regulated by the Financial Conduct Authority, Financial Services Register Number: 457902. You can find Sophex Ltd on the FCA register by clicking here. Registered in England & Wales. Company number: 05882188. Registered Office: Blofield Business Centre, Woodbastwick Road, Blofield Heath, Norwich, NR13 4RR. Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance. If you wish to register a complaint, please write to or telephone Ian Couling at our Norfolk Office. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here or by contacting them on 0800 0234 567. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The Financial Conduct Authority does not regulate Tax Planning, Will Writing, Commercial Buy To Lets and some forms of Estate Planning. Click here to read our privacy policy. © Copyright – Sophex Ltd We are using cookies to give you the best experience on our website. You can read our privacy policy here. Accept