Who are we?
Lifestyle Wealth Limited comprises of 4 experienced individuals with a combined service of over 85 years within the client focussed financial advice profession.
Doug Muirhead
Lifestyle Financial Planner
Doug started his career at the Prudential in 1988, establishing his own independent firm, Affinity, in 1999. Affinity specialised in working within the UK’s Independent Schools sector, with Doug broadly recognised as the UK’s go-to specialist on the Teachers’ Pension Scheme. He has many of the advanced financial planning qualifications that give him the creativity and knowledge to help his clients.
Succession Wealth bought Affinity in 2017 and for a time Doug headed up the Succession Independent Schools’ business before cutting out complexity and deciding to work solely with his private clients. This wish to provide his clients with the best, bespoke financial planning service led him to break away from Succession to form Lifestyle Wealth in 2023.
Doug has been married to Norina for 28 years and they have three daughters, Isabella, Lily and Eva, the youngest by 9 years and who is still at school. Aside from his family, Doug’s passion is motor sport where he competes in his 1956 ex-works Austin Healey 3000 across the UK and Europe.
Mike Brooks
Client Account Manager
Doug and Mike met when they were both working at Prudential back in the 1990’s. After a long career with the Company, Mike was persuaded to join Doug at Affinity in 2002 as his Client Account Manager, a position he literally made his own.
Mike has a wealth of experience within the financial services profession, a great knowledge of the complexities that the financial world can throw up and, most
importantly, how to deal with them in order to cut out complexity for our clients.
Mike has been married to Mandy for longer than even he can remember! He has two grown up children and is a proud grandfather.
Steve Beever
Technical Manager & Paraplanner
Steve cut his teeth with the Lloyds Banking Group for 12 years before joining Doug at Affinity as an Administrator. His skills were spotted at an early stage, and he was fast-tracked onto a Paraplanning trajectory that saw him take numerous professional exams to qualify as a Paraplanner in 2018.
Steve joined Succession when Affinity was acquired and rose to a managerial level within that organisation before deciding that a career focussed on direct client work and the creativity of finding the right solutions to sole client issues was the way he wanted to go.
Steve is our go-to guy for any product technicalities or queries. His encyclopaedic knowledge of investments, pensions and tax make Steve an invaluable asset to the firm.
He spends most of his time with his children, encouraging them with their horse-riding and generally enjoying the great outdoors. His real passion is Volcanology and would like nothing more than to spend a week camped next to Mount Etna!
Hollie Pickering
Practice Manager & Client Administrator
Hollie is proud to say that she eats admin for breakfast, lunch and dinner! She survived working withing the administrator function of a national mortgage broker for 6 years and as a Personal Banker for Barclays before working with Doug at Succession.
She has an amazing attention to detail and is responsible for organising everyone within Lifestyle Wealth and for making sure our client files, reviews and processes are compliant, efficient and deliver excellent value. Hollie will normally be your first point of contact at Lifestyle Wealth.
Hollie is a fitness guru and has a particularly unique method of keeping herself fit, which she will no doubt be delighted to explain to you if you’re interested!