Our Services - Financial advisers, investment, long-term care, taxation, life assurance, equity release, wealth management and pensions advice

Please find below a list of the services we provide and a brief introduction to each financial product area. Our highly experienced team of financial advisers would be happy to discuss your requirements so please do contact us for an informal discussion to see how we might be able to help you.

Long Term Care Fee Planning

The costs of long term care, either in one’s own home or in a residential or nursing home, can be one of the largest expenditure that anyone will face in their life.

Without careful planning, there is a risk that the care recipient’s money might completely run out, not only meaning that they are unable to leave any inheritance to their family, but also meaning that the choice of environment in which to live out their final years is severely restricted.

Very few people are fortunate to have sufficient retirement income to fully pay for care costs, meaning that savings and investments have to be employed to top up retirement income.

Without careful planning at the outset of the need for long term care, capital can become rapidly depleted to a level whereby there is no long term financial solution.

We will advise you on all areas of financial support that may be available, analyse the care recipient’s financial position and recommend a financial strategy that aims to provide the greatest level of financial security and peace of mind possible.

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Financial Planning

Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future - short, medium and long term.

You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications and you can't leave it all to chance. Careful planning aims to help turn your plans into reality and the sooner you start your financial planning the greater your chance of realising your goals.

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Savings & Investments

When someone talks about savings and saving money, they could be referring to a piggy bank on the mantelpiece or a high interest deposit account. Savings are effectively cash or cash instruments, for example, deposit accounts or term bonds.

Investing is what you can do with the savings you have created - if you are looking to generate a return on your money that is greater than what is already available to you through your savings instruments.

THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

ADVICE ON CASH ON DEPOSITS IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

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Pensions

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.

A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement. It requires action as soon as possible, so start now - and if you have already started, take the opportunity to have a closer look at your existing arrangements to make sure you are on track.

THE VALUE OF PENSIONS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

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Wealth Management

Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy. Risk aversion is a reasonable and prudent strategy for anyone who is sure that they already have ample to provide for themselves and their family into the future.

THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

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Call us today on

07737 945220

or complete our short enquiry form
and we'll be pleased to help you.

Lifestyle Future Limited, Southerly Park, Binton, Stratford-Upon-Avon, Warwickshire, CV37 9TU

T: 07737 945220
E: advice@lifestylefuture.com

Privacy Notice

Lifestyle Future Limited is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd who are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk/s/) under reference numbers 440703 and 440718, respectively.

Lifestyle Future Ltd is registered in England and Wales under number 04533341.

Registered Office: Southerly Park, Binton, Stratford-Upon-Avon, Warwickshire, CV37 9TU.

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

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 13/03/2024.