Trust Financial Planning Ltd has applied to remove its FCA authorisations and as of 19th March 2025 has voluntarily agreed to the imposition of requirements. The effect of this is that Trust Financial Planning Ltd will no longer be undertaking any regulated activity including investment, mortgage or insurance advice. To view these requirements in full please see our listing on the Financial Services Register. Trust Financial Planning Ltd
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Trust Financial Planning Limited entered Creditors’ Voluntary Liquidation on 7 August 2025. Paul Stanley and Dean Watson of Begbies Traynor have been appointed as Joint Liquidators of the Company. The Company has ceased to trade. All enquiries regarding the Firm should be emailed to the Joint Liquidators at trustfp@btguk.com.
Life Plan
Finding Peace with Money
Is there more to money management than the insatiable focus on ‘me (and my family)’, periodically interrupted by amounts we give away and assuaged by the tenuous assumption that the institutions looking after our money are doing so ‘responsibly’? Do we find that our relationship with money feeds one part of our soul, our desire for assurance and control, but leaves the other part – our desire to give and to find purpose and value in our relationship with those around us – unsatisfied? Is it possible to meet all our financial needs at the same time as putting our beliefs and our desire to serve those around us at the heart rather than the peripheries of our relationship with money? Is it possible to find peace with money?
What is the Life Plan?
The Life Plan is a rolling holistic financial plan whose purpose is to enable the plan holder(s) to find peace with money.
How does the Life Plan Work?
The foundation of a client’s Life Plan is the Draft Plan, a comprehensive but succinct version of the Life Plan which the Life Plan consultant will work with the client to set up as early in the working relationship as possible.
Is the Life Plan a Regulated Financial Product?
The Life Plan is not a regulated financial product because it does not result in the recipient receiving financial advice.
How much will the Life Plan cost?
There is a basic charge of £600 for the Life Plan, which will be payable once the Draft Plan has been fully and comprehensively set up and the client is ready to take advice and make decisions on specific components of their plan through the Active Plan.