Why We're Different
What Is Lifestyle Financial Planning?
Why Choose Us?
DIY v engaging a CFP® Professional
Who Are Our Clients?
Policy Review Service
Fee Based Advice
What Is a Certified Financial Planner CFP®?
What Our Clients Say
I have worked with Paul since 1998 where I have always received very professional support and advice with regard to personal pension management and various fund transfer options. Paul and his team have always demonstrated a real competency in delivering the most current best industry practices and advice in an ever evolving financial sector. Lifestyle Financial Planners has grown exponentially over the past decade but never lost sight of their vision to deliver unique individual customer care. I sought support from Paul in 2015 in order to make comparisons between various corporate fund performances and I was hugely impressed with the scale of knowledge and use of analytics tools.
We were first introduced to Paul by our accountant over 15 years ago, and throughout that time all of our dealings with him have consistently exceeded our expectations. His ability to absorb information and simplify what previously appeared extremely complicated makes him a unique problem solver. His help and guidance have been of enormous benefit to us in the past, and we are sure will continue to be long into the future. He is always there and we consider him to be a true friend as well as a confidante. We have previously recommended friends and colleagues to Paul and will continue to do so in the future
I have known Paul for many years and he is one of the best in the business, and I deal with many in this sector. He explains technical complexity in simple language that is easily understood by clients. He works to understand the client and has a great ability to see the entire picture and, in so doing, he comes up with holistic solutions which he then explains clearly and in an understandable way. I have previously referred clients, friends, family and colleagues to Paul and will happily continue to do so in the future.
Paul has been central to the successful management of our overall financial affairs and pension scheme over the past 10 years and his professional advice and guidance in this respect has been invaluable to us. We have always found him to be thoroughly professional and a pleasure to deal with. We have absolutely no hesitation whatsoever in recommending Paul in any area of Financial Planning, and indeed have done so on many occasions in the past.
Paul has been advising me on my finances since 2005. He has always shown himself to be both diligent and honest and continuously puts my needs first. Paul is one of my trusted advisers and I always look for his opinion before making any financial decision. I can without hesitation say that having worked with Paul for many years I am very happy to recommend him as he is highly experienced and knowledgeable and knows his sector extremely well.
Having dealt with Paul over the past number of years, we have found his approach to our financial planning to be very beneficial. He is always available to give updates on policies & answered all our queries to our satisfaction. He has on a number of occasions demonstrated a truly expert and skilled knowledge in all areas of finance we were concerned with. We have always found him to be trustworthy, courteous and proactive and would have absolutely no hesitation in recommending him for any financial planning requirements including your retirement, investment or protection needs.
Paul has been providing a full financial planning service to both myself and to clients of our firm for many years now. We always enjoy working with him as he consistently delivers highly professional, quality advice all the time. His experience and wealth of knowledge is second to none and his personal manner and interactive approach is exactly what we seek in a third party advisor/planner.
Ruthlessly Client Focused.
Caring, Considerate, and Compassionate.
Lifestyle Financial Planning.
Financial Problem Solving.
Manage Money without a Financial Plan.
Time The Markets.
A Look At What We Do
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