Personalised financial planning dedicated to giving you a happy, secure future, no matter what life throws at you.
At LifeSight Financial Advice, part of WTW, we deliver comprehensive and personalised financial planning solutions tailored to your unique needs. Our expert financial planning team offers guidance to help you grow, protect, and plan your wealth for every stage of life.
Financial planning isn’t a one-time event – it’s an ongoing process. We adapt to changes in your personal circumstances, goals, and market conditions, ensuring that your financial plan evolves with you.
We will give you confidence that you are making informed decisions on your pensions, investments and financial goals.
Our full financial planning services encompass all aspects of financial planning to support your short- and long-term goals. With every client, we provide a comprehensive financial plan, backed by transparent advice and tailored recommendations. Options available to clients include:
Our remuneration
LifeSight Financial Advice, through Willis Towers Watson Life and Pensions Ltd (t/a Willis Towers Watson), acts as intermediary (Broker) between you, the consumer, and the product provider with whom we place your business. An overview of our remuneration, as well as a schedule of fees in relation to all products and services, privacy notices and Terms of Business Agreements provided by Willis Towers Watson Life and Pensions Ltd can be found here.
We use a six-step financial planning process to provide you with a clear roadmap:
We will hold a planning meeting with you to review your existing pension(s) and help you as you begin the final preparations for retiring.
Protecting your business and ensuring its survival can extend beyond taking out liability insurance and just insuring the premises and contents. With employees, partners and directors being valued and powerful assets to any business it is important to protect against the financial and operational loss such risks entail.
Business protection insurance helps safeguard businesses from the financial impact of a shareholder’s death or serious illness. When such events occur, surviving shareholders may want to buy out the affected party’s shares but often lack the funds or can’t agree on a valuation. This insurance provides a lump sum to the company or shareholders, ensuring business continuity. It’s a tax-efficient and strategic tool for succession planning that benefits the shareholders, their families, and the business overall.
Keyperson assurance is a life assurance and/or specified illness insurance policy taken out by a business on a key employee or director. It provides a lump sum payment to the company if that individual dies or becomes seriously ill, depending on the policy. This helps the business manage potential financial losses – such as reduced profits – similar to how it would insure against risks like fire or other disruptions.
Find out how LifeSight can help your organisation and employees.
Find out how LifeSight can help your organisation and employees.
