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

Established in 2002, at Lifestyle Future Ltd we aim to help individuals achieve their financial goals through a highly professional and personalised service.

We know that every client is different, and so we make recommendations based on your specific needs.

Appointing the right professionals to help you plan your financial future and manage your wealth can greatly improve your chances of achieving your goals, wherever you are in your financial journey. So whether you’re looking to grow your wealth, plan for retirement, navigate your way through retirement or plan to meet the cost of care in old age, our financial planning services can help you.

As your trusted financial adviser we will:

Deliver a fully comprehensive, high quality service designed specifically for your needs and requirements.
Always keep you informed and ask for your consent before proceeding if any material interest or conflict of interest should arise.
Maintain a high level of professionalism by always acting to deliver good outcomes for you.

Meet

Simon Adkins DipPFS

Financial Adviser

In 2002 Simon co-founded Lifestyle Future Ltd to provide high quality financial advice in a professional, but friendly and relaxed, manner. Simon specialises in providing ‘later life’ financial advice, predominantly to those who are approaching retirement or already in retirement, and has a particular interest in providing advice to people who require later life care, along with their families.

Simon’s particular interest in long term care fee planning stemmed from when he witnessed the stress that his that his parents suffered when his grandmother moved into residential care in the early 1990s, realising that if they had received advice from an expert in this area, not only would it have been possible to implement financial solutions to ensure that his grandmother’s savings would never run out, but also the value of the peace of mind that this would have provided the family with would have been immeasurable.

Simon has been a fully accredited member of The Society of Later Life Advisers (SOLLA) since 2012, and in addition to specialising in long term care advice, is a SOLLA Retirement Advice Standard holder.

Outside work Simon enjoys life outdoors, and when not chasing a small white ball around a golf course, can often be found enjoying country walks and playing other outdoor sports.

Please could you put the SOLLA logo (attached to e-mail) on this page.

Might have a photo put on if I can get one I like!!

Tel: 07737 945220Email Me

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.