Make a meaningful difference.
Build a rewarding future.
Why LifeWise
Plan today.
Peace of mind tomorrow.
LifeWise exists because there is a job nobody in the market is quite doing. Solicitors handle the documents. Financial advisers handle the money. Funeral directors arrive at the end. Nobody sits with a family at the start and helps them work out what needs doing, in what order, and who should do it.
Estate planning is fragmented. Families feel it.
A family sitting at a kitchen table with a folder of paperwork is not dealing with one problem. They are dealing with six, and each one belongs to a different professional.
The will is out of date. Nobody has powers of attorney. The pension nomination still names an ex-partner. Two of the bank accounts are forgotten. The house is in one name. And no one has any idea what Mum actually wanted.
Each of those has a specialist who can fix it. What is missing is the person who spots all six, explains them in plain English, and makes sure they actually get done.
That person is a Life Planner.
What a Life Plan actually contains
- A record of what is in place today, and what is missing
- Who holds which role, and whether they know it
- Where the documents live and how to reach them
- Assets, accounts, policies, pensions and digital accounts
- Wishes about care, funeral and personal items
- A prioritised list of actions with named professionals attached
- A review date so it does not go stale
Why this profession, and why now.
Four things have changed at once, and together they have opened a gap in the market that did not exist a decade ago.
An ageing population
More people are reaching an age where planning becomes urgent, at the same time as the largest transfer of wealth between generations in British history gets under way.
More complicated families
Second marriages, stepchildren, cohabiting couples with no automatic inheritance rights, and estates spread across multiple providers. Off-the-shelf documents no longer fit.
Digital estates
Savings apps, crypto, cloud photo libraries, subscriptions and online accounts that executors cannot find and providers will not discuss without authority.
People expect to start online
Families want to begin the process from their sofa, then talk to a human when it gets real. Traditional firms are set up the other way round.
How the relationship works
You own the business. We build the profession.
You are self-employed
You run your own business, keep your own clients and set your own working pattern. You are not an employee of LifeWise and you are not paid a salary.
You are trained and equipped
Training, frameworks, documents, software and marketing come from LifeWise so you are not inventing a profession on your own.
You are held to a standard
Life Planners work to a shared code of conduct, keep client data properly, and refer regulated work to authorised professionals. That standard is what makes the badge worth having.
LifeWise is a training, systems and support provider. It is not a law firm and is not authorised or regulated by the Financial Conduct Authority. Life Planners do not provide reserved legal activities or regulated financial advice.
Who becomes a good Life Planner.
There is no single background. What the best planners share is patience, organisation and a genuine interest in other people's lives.
- You are comfortable talking about difficult subjects without flinching
- You follow things up without being chased
- You would rather explain something properly than close something quickly
- You want to build a local reputation over years, not months
- You are prepared to go and find your first clients
People already doing this well
Ready to explore the opportunity?
Apply to become a LifeWise Life Planner, or book a no-obligation information call to ask everything you want to ask first.