If any sound familiar, you are in the right place.
How we help
Three areas of focus.
Retirement Planning
Working out what your money can support over the rest of your life.
Generational Wealth Planning
Helping you preserve and transfer wealth across generations, ensuring it benefits the people and causes you care about most.
Business Owner Planning
Helping owners build valuable businesses, make confident decisions or prepare to sell, step back or hand over.

Testimonials
What our clients say.

I met with Oliver a couple of times before he came back to me with a proposal on how best to meet my future financial needs. These initial meetings helped me to clearly understand what I wanted from a financial perspective and once that was clear putting the plan in place to deliver that, was easy.
Cathal
,
London
Since 2025

lifesmiths was recommended to us by a friend. Even though we are in Surrey and miles from the offices, it was a tremendous recommendation. All the staff are very knowledgeable, extremely professional, courteous, approachable and no matter how many times we call or have questions, nothing is too much trouble. We are delighted to be working with lifesmiths and long may it continue.
Gillian and Colin
,
Surrey
Since 2024

We have been with the company for ten years. They have always been very professional and always interested in our lifestyle needs and listened to what our requirements as clients are and advised us accordingly. We love the fact that it is a small family business and everyone in the team seems to enjoy their work.
Steve and Tracey
,
Essex
Since 2015
01
Discover
From uncertainty to understanding.
02
Forge
From ambition to a clear plan.
03
Build
From ideas to action.
04
Refine
From results to continued success.

Start with a fifteen minute conversation.
Fifteen minutes, by phone or video, with no fee. We will ask what is on your mind and confirm whether we are the right firm for you.
No fee, no obligation.

A chartered, independent financial planning firm. Helping people in and around retirement see what’s possible with what they’ve built.
Get in touch
hello@lifesmiths.co.uk
78 The Broadway, Debden, Loughton, Essex, IG10 3ST
Insights & newsletter
© lifesmiths 2026. lifesmiths LLP is registered in England and Wales, number OC303848. Registered office: 78 The Broadway, Debden, Loughton, Essex, IG10 3ST. Authorised and regulated by the Financial Conduct Authority, firm reference number 221278. General information only. Not personal financial advice. The value of investments can fall as well as rise.

