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| Additional information |
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| Lifestyle Financial Management Ltd |
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Overview:
Lifestyle Financial Management Ltd is a firm of Independent Financial Advisers based in West Yorkshire, England. We provide advice to both individuals and companies on all aspects of Financial Planning. We have been established for 25 years. In this time we have helped hundreds of clients achieve their dreams, as well as guided them through, possibly the toughest and most traumatic period’s of their lives.
Here at Lifestyle, we aim to satisfy our clients needs with the most cost effective solution’s to your problem’s. Whether it’s, Investment advice, (short and long term,) Retirement planning, Protecting against the unexpected Illness’s and indeed, fatalities in our families, that can turn our lives upside down, in an instant.
Protecting ourselves against these eventualities does not cure our illness’s or bring back our loved ones, but it certainly makes our lives considerably more bearable during the period of time when we are at our most vulnerable.
We also have an Independant Mortgage broker in the team , who will be happy to take care of all your mortgage requirements, whether Commercial or Residential.
During our informal, initial meeting with clients, we establish mutual compatibility. As well as trying to get a feel for your needs and aspirations. If we can’t ‘get on’ there’s no chance of building the long term relationship that’s required. Following this exploratory meeting, and assuming suitable rapport is achieved, we then need to carry out a thorough ‘Fact Find’ to ensure we know, what it is, YOU want to achieve with YOUR future.
After taking time to consider your current situation, your aspirations and the means you have available, to make these ‘Dreams’ a reality. We then make our recommendations to you. Regretfully, not always what you want to hear, but an honest , review of where you currently stand, and what you need to do, to achieve YOUR goals.
We insist on annual contact with our clients. Many Clients take advantage of either a monthly or quarterly meeting. At these review meetings we discuss changing circumstances, current fund performance and if there’s anything we need to change, to keep your investment strategy in line with current trends. With the recent downturn in the Investment Market’s of the world, this pro-active service has proved invaluable to many of our clients.
Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in our fully disclosing our fees in an open and transparent manner.
“We all want the finer things in our future, only with the correct advice, which is built around your own, very personal and unique situation, do you stand any chance of reaching for your own Stars!” Cw
Give us a call to arrange a no obligation meeting to discuss your needs. We are here to help and support you, and let you get on with, whatever it is, that you wish to do, with your time!! |
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