What do we do?

What can you expect as a new client?

We are a team of 5 Financial Services Professionals, all of whom have different but complimentary skills that are focussed on delivering you the
best outcome we can. We will get to know you as a person, you will never be a call centre casualty.

Our professional service is split into 4 key stages.

1. Lifestyle Discovery Meeting

This initial meeting is free of charge. This is your opportunity to determine whether we are the right people to help you. It is our opportunity to determine whether we can make enough of a difference to your life to engage you as a client.

This is where we find about you, what issues you need help with and the financial resources you have at your disposal. It is your opportunity to ask us questions about how we work, our thoughts on your situation and how we might structure proposals to solve your problems move you towards financial independence.

If you do not wish to engage us, you have no fees to pay and hopefully we will already have made a difference to your way of thinking.

2. Lifestyle Financial Planning Meeting

If you want to move forward, we will arrange a Lifestyle Financial Planning Meeting, either at your home or in our office in Bierton, near Aylesbury where there is free parking and a great cup of coffee waiting for you! The cost of this meeting is fixed at £995.

This covers the unlimited time we will spend talking through what is important to you and the potential strategies we might have to help you. We will gather detailed financial and personal information about you and verbally agree several Lifestyle Action Points that will be prioritised in your subsequent written meeting review, your Lifestyle Planning Blueprint.

3. Lifestyle Planning Blueprint

Your Lifestyle Planning Blueprint is a personal summary of your circumstances, the issues you need to resolve, your personal goals and lifestyle aspirations. It will detail your Lifestyle Action Points, which will form the basis of our advice proposals.

Your Lifestyle Planning Blueprint will give you our guidance on how we can add value to your life by illustrating how you might remove any obstacles that stand in your way and build upon the wealth you have already created. We will give you a full summary of the solutions that will make a tangible difference to your life. You are free to then either implement the solutions yourself or engage us to move matters forward.

4. Lifestyle Implementation Phase

If you wish to move on to the Lifestyle Implementation Phase, we will agree which elements of your Lifestyle Planning Blueprint are most important to you and how we will provide appropriate solutions. We will show you the consequences of the successful completion of each Lifestyle Action Point,  which will help you understand the value of what we are able to deliver.

We will then set to work creating a series of solutions that will support your Lifestyle Goals. Some will be implemented immediately; others may take several months to deliver. We will keep you informed every step of the way; we encourage an open dialogue so you can be as involved as you want to be. Or you can just leave us to it.

At Lifestyle Wealth Limited, we are totally committed to delivering our clients value for money. ‘Value for Money’; what does that mean?

An hourly rate values our time at a fixed quantum regardless of whether or not you derive value from the work we have done for you. It’s great because we get paid regardless of whether or not the output is of value to you, but it cannot be best for our client.

We have turned that around and give you the freedom to decide how much you are prepared to pay us in order to solve your problems and give you an outcome.