About Us

Lifetime Financial Planning

Our Financial Planners

Our Core Service

Contact Us

Links

Ethical Financial Planning

Specialist Planning Services

Links

Charities:


We support a number of local and international charities, including the following:

African Initiatives

- A UK based social justice organisation working with communities in Africa to build self-sufficiency and empower communities to fully participate in the decision making processes that affect their lives.

The Katherine House Hospice

- A small hospice based in Adderbury, near Banbury, providing palliative care to people with life-threatening illnesses whose disease is not responsive to curative treatment.

Product Providers:


Many of our clients take advantage of an investment platform to administer their portfolio, the following links provides access to online valuations and other portfolio tools for registered users of the Cofunds and AXA Elevate platforms:

Testimonials

Blog

Topical Newsletters

FREE Financial Guides

Rotary Club of Bicester

- Rotary is one of the largest volunteer service clubs in the world, with over 1.2 million members, and support a broad range of charitable initiatives and projects both home and abroad.

Guide Dogs

- Guide Dogs have been providing mobility and independence for thousands of blind and partially sighted people for over 75 years.  They also campaign for the rights of the visually impaired.

Ronald McDonald House Oxford

- Located at the Oxford Children's Hospital, Ronald McDonald House provides free accommodation to families of seriously ill children.  Providing a place for families to rest, relax, cook, clean and be together that is away from the stress of the hospital ward.