About Us

Lifeline Financial Planning limited provides Independent Financial Cashflow Planning advice and Independent Financial advice. Lifeline’s Clients are based throughout the UK.

Simon Panton is the director of Lifeline. Simon has experience in supporting clients and businesses in managing their cashflow through face to face regular reviews. Over recent years this has expanded to supporting business owners in using management accounts for cashflow planning and business development.

As Independent Financial Advisers we are free to advise on financial products available from all product providers. We use advanced computer software to research, compare and select the most suitable deals currently available. We are thus able to make arrangements to maximize the benefits to our clients.

You’ll get our help to review your existing financial situation and reach a realistic assessment of your likely needs. For this, you’ll need to set aside some time to talk to us. There is no time limit on this consultation and there’s no charge and no obligation. The aim of this consultation is two things, firstly to allow you to find out if your like the way we do things and can help you and secondly for us both to see if its worth while arranging a more detailed review of your circumstances.

Depending on your instructions we will carry out a needs analysis based on your current situation, and taking into account any specific plans and/or targets you may have. We will then advise you on anything from a short term financial objective to a lifetime financial plan, followed up with regular reviews.

You will receive professional advice about where your financial arrangements are already good, and where they’re inadequate (or not covered at all).

You’ll also have our help to decide how much provision you need to make, and the order of priority in dealing with your finances. And of course it will all be sensibly balanced in relation to your current income and your prospects

In almost all cases we are able to make arrangements which clients would be unable to make for themselves. All our proposals will be fully explained and costed so that you’ll know exactly what and why before you agree to anything.


Want to know more?

Call us for a friendly chat on 01204 572 697 or email: simon@lifelineplanning.com