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Financial Planners, financial advisers, wealth managers – what’s the difference?

Home / News / Financial Planners, financial advisers, wealth managers – what’s the difference?

Financial Planners, financial advisers, wealth managers – what’s the difference?

Lifetime news

Posted on: 05/01/2018

As alternative financial planners, Lifetime work in a different way.

We start off by finding out about you.  What your hopes and ambitions are for the future.  The ambitions you have for yourself and your family.  Then we look at the resources you’ve got available to reach those dreams.

We use all the information you give us to build you a cash-flow model.  This will look at how much money you have available in your bucket.  We will use all this to put together a proper plan.  And that’s why we call ourselves financial planners rather than financial advisers.  We don’t just want to sell you something, we want to work with you so that you can live the life you want to live.

Are you ready to start your
financial journey?

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