Ask us anything

Q

What’s the difference between Lifestyle Financial Planning and Financial Advice?

A

Both provide an excellent service to clients but the main difference that you will have from Lifestyle Financial Planning is it will truly focus on your life and ask more meaningful questions about what the future looks like while also understand any barriers that may stop you living the most for filling life go forwards.

You will come away from each meeting understand each stage of the process and having a bespoke plan that maps everything out for you, helping you understand what is possible when you reach each milestone of your life.

Q

How do you get paid for providing advice?

A

Our initial discovery meeting is free as this allows us to get to know each other and see if we can work together going forward, all our other fees are fully disclosed in the fees section and at the end of the discovery meeting we will confirm these fees explicitly.

Q

How risky are the investments?

A

We will go through some risk related questions during our initial meeting and assess your appetite for risk, the length of time to invest and your ability to take on risk. We can then discuss which investment strategy would be most suitable for you and how we will continue to monitor this going forward. We will provide you with education around investments with a view to give you the peace of mind you’re looking for.

Q

Is there a charge for the first appointment?

A

No, there is no charge for a no obligation appointment so you can decide whether or not you want to proceed to formal advice that you will pay for.

Q

What will I need to bring to our first meeting?

A

The first meeting will be all about you and what you’re looking to achieve going forward, we will discuss the process that we will go through together and prior to this meeting there will be a questionnaire to complete so that you get the most from this initial meeting.

Our regulatory policies

CLIENT CLASSIFICATION

This policy document will confirm how we will classify you as one of our clients which can either be a retail client or a professional client. Read more for further clarification.

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COMPLAINTS

If we have unfortunately not met the high standards we set for our clients, please download and read the policy document which confirms the process we follow.

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CONFLICT OF INTEREST

Sometimes there are instances when there could be a conflict of interest please download and read the policy document to confirm the processes we take to make sure this doesn’t happen.

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BEST EXECUTION

The objective of this policy document is to inform you about our Best Execution policy.

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