What can you expect of us?

At Lifestyle Wealth, our service proposition goes beyond traditional financial planning. We believe in a holistic approach that encompasses your personal values, aspirations and desired lifestyle.Our goal is to help you achieve not only financial success but also overall fulfilment and well-being by following a proven process that has helped hundreds of clients live their best lives. At Lifestyle Wealth we think outside the square, we offer innovation, invention and creativity.

Our mission is to empower our clients to achieve their own financial freedom and peace of mind and to enjoy a hassle-free life. Our independent step-by step approach allows us to focus solely on our clients’ best interests, ensuring personalised solutions that align with their unique goals and aspirations.

1. Values-Based Approach

We start by understanding your core values and what truly matters to you. By aligning your financial decisions with your values, we ensure that your wealth supports the life you want to live.

2. Lifestyle Assessment

We delve deeper into your desired lifestyle, exploring your dreams and aspirations, the experiences you want to create and the problems you want to fix. By demonstrating our understanding of your vision, we can tailor our financial strategies to support your desired way of life.

3. Comprehensive Financial Planning

Our team of experienced advisers will conduct a thorough assessment of your financial situation, including your assets, liabilities, income, and expenses. We will work closely with you to develop a customised plan that addresses your unique needs and goals.

4. Goal Setting & Prioritisation

We help you clarify your short-term and long-term goals, breaking them down into achievable milestones. By prioritising your objectives, we create a roadmap that keeps you focused and motivated throughout your financial journey.

5. Bespoke Investment Management

Our team employs a disciplined investment approach based on your risk tolerance, time horizon, and goals. We continuously monitor and adjust your portfolio to optimise performance and mitigate risk, keeping you on track towards your financial objectives.

6. Fee Free Implementation

Our fee structure is designed to reflect the value we bring to your financial journey over the long term. We are not looking for initial fees or short-term profits. We are looking to work with motivated individuals, to advance your life goals and aspirations by having a trusted adviser by your side.

7. Regular Progress Reviews

We provide ongoing support and conduct regular progress reviews to ensure your plan remains aligned with your evolving needs and circumstances. These reviews allow us to make any necessary adjustments and keep you informed about your financial progress.

8. Education & Empowerment

We believe in empowering our clients with financial knowledge and confidence. Through educational resources, workshops, and personalised guidance, we equip you with the tools and understanding to make informed decisions about your finances.

9. Collegiate Approach

We work as a team to support you in your day-to-day requirements. We will know you by name, know who you are and what is important to you. The team will all be available to help you resolve any issues you may have, and you will always deal with a real person not a call centre.

10. Collaboration & Transparency

We value open communication and collaboration. We work closely with you, keeping you informed and involved in the decision-making process. Our transparent approach ensures you have a clear understanding of the strategies we will look to implement, the fees associated with our services and the investment solutions and products we may recommend.

11. Peace of Mind & Certainty

Ultimately, our aim is to provide you with lasting peace of mind and a sense of financial certainty. By delivering comprehensive financial planning, personalised guidance and ongoing support, we strive to remove the stress and uncertainty often associated with money, enabling you to focus on what truly matters in your life.

12. Health, Wealth & Happiness

We will ask you to regularly review our performance as your Lifestyle Financial Planners in how we are doing to help you achieve better financial health, confidence in your wealth and lifestyle happiness. We can only improve our service if we engage in and encourage honest feedback. Value is our core proposition.

At Lifestyle Wealth, we are committed to delivering exceptional client outcomes and helping you to live a life of purpose, fulfilment and financial freedom. It is our privilege to accompany you on this journey.