What is Financial Life Planning?
ONE LIFE. LIVE IT. That’s the simple yet powerful idea behind financial life planning done properly. It’s about more than just numbers or investments—it’s about making a real difference to people’s lives, something that’s been happening since 1995. Financial life planning helps individuals understand their choices, explore financial decisions, and plan for a future they’ve chosen for themselves. It’s a holistic approach that puts the person, their goals, and their dreams front and center.
Main Benefits of Financial Life Planning
Here’s why this approach stands out:
- Highly qualified and accredited financial planning teams, especially in Northern Ireland.
- Focus on uncovering what clients truly want from life—not just financial targets.
- Specialised support for business leaders and retirees, tailored to their unique needs.
- Helping clients live more fulfilled lives by making financial decisions clearer and more manageable.
- Peace of mind through secure capital management and maximised income strategies.
Meet Your Team of Financial Life Planners
Financial life planners are passionate about the power of their work. They don’t just crunch numbers—they help people lead more fulfilled lives by guiding them through their financial choices. Their role is to make complex decisions understandable and to support clients in planning a future that feels right for them. With a deep commitment to their clients, these planners bring expertise and empathy to every conversation.
Who is This For?
It’s your time, your future, your plan, your life. The decisions? They’re all yours. This service specialises in working with four main groups of clients, but especially business leaders and retirees. Whether you’re steering a company or enjoying the fruits of your career, there’s tailored advice to help you get the most from your future and live the life you choose. It’s about making your money work for you, not the other way around.
Financial Planning for Business Leaders and Retirees
For business leaders, it’s about living the life you want now and in the future. Understanding your current position, maximising financial opportunities, and making money management easier are key. For retirees, the focus shifts to securing capital for the future, living the retirement you really want, maximising income, and gaining peace of mind over investments. Both groups benefit from personalised strategies that align with their life goals.
Project Impact and Sustainable Development Goals (SDGs)
- SDG 1: No Poverty – Helping clients secure their financial future reduces economic vulnerability.
- SDG 3: Good Health and Well-being – Financial security contributes to overall well-being and peace of mind.
- SDG 8: Decent Work and Economic Growth – Supporting business leaders promotes sustainable economic growth.
- SDG 10: Reduced Inequalities – Tailored financial planning helps bridge gaps in financial literacy and access.
Important Information and Regulatory Compliance
AKFP Group operates under the trading name of AKFP Ltd, authorised and regulated by the Financial Conduct Authority (FCA), Financial Services Register No: 176477. The company is registered in Northern Ireland (No. NI29631) with its registered address at Building 2, The Sidings, Antrim Road, Lisburn, BT28 3AJ. The information provided is subject to the UK regulatory regime and primarily targets consumers based in the UK. This ensures that all advice and services meet strict regulatory standards, offering clients confidence and security.
