Lifestyle Financial Consultancy

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Investments & Savings

If you are considering saving or investing, but either are unsure what plans are suitable or what funds to invest in. We will provide you with advice and thorough research to find the most suitable plans for you and construct a tax efficient portfolio based on your attitude to risk. To find out more click here to Contact Us, or call us on the above number.

Investments

Deposits & Cash ISA's
Investment Bonds
Equity ISA's
Collectives Offshore Investments
Ethical Investments

If you want to purchase a new ISA, Unit Trust or OEIC, or research performance of the individual funds select from the list above.

A vast majority of Financial advisers in the UK have only attained the basic qualifications (Cert PFS), our advisers have the above qualifications you as a consumer should be looking for in your financial adviser, visit the Personal Finance Society website at www.thepfs.org to check out your advisers qualifications.
Lifestyle Financial Consultancy Ltd was set up in 2001, the team has over 30 years experience and undergo continuous professional development to keep fully abreast of new products and legislation.

Because of this , we can ensure our clients are constantly receiving up to date advice not just for today, but also for the future.

Lifestyle Financial Consultancy Ltd is an appointed representative of Sesame Ltd, which is authorised and regulated by the Financial Services Authority. Sesame is entered on the FSA registe under reference 150427).

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK

The FSA do not regulate some forms of Buy to Let Mortgages and tax planning

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