Testimonials

We have been fortunate to have the support of Lifestyle Future for over 20 years now. Simon has become our go to financial friend and has helped not only ourselves but also our parents and other family members on many occasions. His knowledgeable, helpful and patient manner in explaining the way to resolve financial matters for the best possible outcome provides us with great confidence. He is approachable and makes himself available to answer queries at all times

There is only one word to describe the level of personal service my mother and I have received from Simon, and that is 'outstanding'. We have worked with Simon now for over 15 years - since my father was diagnosed with early onset dementia, and we needed to sort out his investments and arrange a care package. He is not only extremely knowledgeable and efficient, but also unfailingly kind and friendly. I don't have a great deal of financial acumen, but Simon has always gone out of his way to respond to my questions with real patience and thoroughness. It's obviously important to him that we understand and feel comfortable with the decisions he is helping us to navigate. And we have always found his advice to be trustworthy and seen that our affairs are in safe hands. I wouldn't hesitate in recommending Lifestyle Future to anyone seeking help and support with their financial planning.

My husband died a year ago and I would have been lost without the help and advice that Simon has provided. His friendly and considerate approach to how he provided me with advice and guidance has provided considerable assurance, and knowing that I can rely on his advice whenever I need it going forward has provided immeasurable comfort.

I have known Lifestyle Future for many years both while running my own small business and since I retired.  The advice I have received from them has always been clear and extremely helpful.  Simon now handles my own affairs and the Trust set-up under my Mother’s will in addition to advising other family members, too.  He is kind, patient and very approachable and his help continues to be invaluable.  I look forward to working with him for many more years.

Thank you.

I first met Simon some 25 years go when I needed help and advice regarding some investments made by another firm .  He worked diligently and reassuringly on this very time consuming matter for which I will always be grateful and cannot praise him enough .

Since that time he has been my advisor regarding all investments and has gone out of his way to provide face to face meetings giving easy to understand explanations of a choice of products and has always been on hand to answer any queries I may have had.

I cannot praise him enough for his professionalism and competency.

I first approached Lifestyle Future almost twenty years ago.

My husband had been diagnosed with Vascular Dementia and it was becoming increasingly difficult to look after him!

Lifestyle Future had been recommended to me by the Care Home where I was seeking respite…Simon immediately offered to give me help regarding the finances and whether I was in a position be able to afford the fees of the Residential Home!

Immediately I was given assurance and support by Lifestyle Future.

My husband died ten years ago and since then Simon has played a big part in my life he has become a dear friend as well as organising my finances so that I am able to live my life  independently which is wonderful.

I cannot speak highly enough of Simon - he has made the last twenty years of my life so trouble-free!

Thank you Simon!