Creative Lifestyle Planning Limited

Creative Lifestyle Planning is a financial planning business that focuses on lifestyle aspects. It provides financial planning services to individuals during significant life events such as retirement or divorce. The company tailors financial plans to meet the specific needs of its clients.
  • Tax planning
  • Corporate services
  • Investment planning
  • Retirement planning
  • Protection planning
  • Mortgages and specialist banking
  • Intergenerational wealth management

Size
Small
Phone
N/A
Email
N/A
Locations
Albany House, 14 Shute End, RG40 1BJ
03301180210
8:00 - 18:00
Digital Popularity
Social Media
Competitors
Evelyn Partners
Evelyn Partners is the UK's leading integrated wealth management and professional services group, dedicated to helping clients manage their financial lives through expert advice and tailored solutions.
Spend Time Financial Planning
Spend Time is a financial planning practice that focuses on clients' lives rather than just their money.
Company Details
Creative Lifestyle Planning Limited is operated by Creative Lifestyle Planning Ltd and is a Active company incorporated on 17 July 2020 with the registered office located in Southampton, Hampshire. Creative Lifestyle Planning Ltd was registered 5 years ago.

Status
Active
Size
Micro
Directors
2
Age
5 years old
Employees
5
Turnover
Unreported
Total Assets
£8.8K
Cash in Bank
£3.75K
Total Liabilities
-£61.64K

Director • British • Lives in England • Born in Sep 1969
Director • British • Lives in UK • Born in Oct 1981
Mr Mathew Paul Angell
PSC • British • Lives in UK • Born in Oct 1981
Mr David Andrew Moteane
PSC • British • Lives in England • Born in Sep 1969
Teams
All
5
Finance
4
Support
1
Founder & Lifestyle Financial Planner • Joined Aug 2020
Financial Planning Manager • Joined Jan 2024
Administrator
Client Associate • Joined Apr 2021
Chartered Financial Planner • Joined Oct 2024
Founder & Lifestyle Financial Planner • Joined Aug 2020
Financial Planning Manager • Joined Jan 2024
Client Associate • Joined Apr 2021
Chartered Financial Planner • Joined Oct 2024
Administrator