Independent Financial Advice
for You and Your Family
We are Here to Support you on Your Financial Journey
Independent Financial Advisers
At Lifestyle Financial Services we value our clients and are here to help you identify and realise your financial goals. As Independent Financial Advisers we do not work for or represent specific providers, and therefore we can offer you access to a wide range of providers and their products across the whole of the UK.
Here for You
Our clients benefit from carefully tailored advice reflecting their individual requirements, affordability and attitude to risk.
We are here to support you on your financial journey, our approach of developing long-term relationships enables us to cater for all of your needs throughout your lifetime.
Call Today!
Based near Droitwich Spa we offer advice and services to individual clients and businesses.
Appointments are available at our Offices or Home visits can be arranged.
Please contact Lifestyle Financial Services on
01527 861490
Our Services
Products We Offer
Savings & Investments
Whether you are looking to begin saving or you have already accumulated a portfolio of investments. We are well placed to advise and manage your wealth and establish a suitable investment strategy.
Retirement Planning & Pension Advice
Just starting your pension planning or if you have accumulated pension arrangements already, we can advise you on an appropriate strategy to achieve your desired lifestyle during retirement.
Inheritance & Estate Planning
To ensure that your financial and personal affairs are in good order, preserving assets and minimizing taxation, giving you peace of mind and financial security in later life.
Tax Planning
To ensure your financial affairs are arranged as tax efficiently as possible in order to maximise returns on savings and investments and minimise your tax liabilities.
Restoring Peace of Mind
You are in Control
The Future holds many uncertainties with some life events being more welcome than others, having appropriate Financial Planning in place puts you in control during difficult times and peace of mind can be restored enabling you to focus on what is important. We can advise you and transact business on most financial products
