Welcome to Fox Lifestyle Financial Planning Ltd

 

You wont find any overly complex material here, just straight forward no nonsense information on a range of topics designed to support you in whatever goals you have financially, and whatever you are looking to achieve.

 

Since inception our business has guided a wealth of clients through to simple, yet secure, peace of mind.

 

With uncertain times all around us, ensuring your finances, family and future are secure is vital for all of us, so it’s great to know there’s someone on your side.

 

We are based in the North West (Preston), and our founder Stephen Fox continues to enjoy a successful career in all corners of the finance industry from trainee stockbroker to time-served financial planner within both small partnerships and established financial institutions having started within the financial services sector around the time of the financial services’ crash in 2008 which gave him a singularly fresh insight, unhindered by habit or tradition.

 

“Over my 15 years working within financial services, starting as a young naïve entry-level employee making the coffees, right the way through to a  fully experienced Lifetime Financial Planner and Managing Director, I am responsible for all facets of running not only a financial planning practice, but also a properly managed financial advice growth story in an arena that in the past decade has been on the decline".

 

“On my journey, particularly early on, working in quite an ‘Americanised’ sales type organisation, I was shown clearly how not to run an ethical financial services business. These years were absolutely vital as they afforded me the knowledge that I needed, and the route map necessary, to move on and develop and nurture our business into what it is today.

 

"Our business is built on strong principles, integrity, trust and above all doing what is right."

 

"Within our business we apply our ethos not only within the confines of the business itself, but also further afield in entirely unrelated areas such as supporting grassroots football and offering support to local schools, who sadly still don’t seem to have basic financial planning on the syllabus".

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"Our beliefs and approach are not something we leave at the office – it is a way of life for all who work within our business.”

 

"You won’t find any confusing jargon, no impersonal presentations, just relaxed, down-to-earth conversations with normal human beings, with all members of the group excelling in friendly, down-to-earth advice based on the life picture they build, through getting to know each client as an individual. What you will find is reassuringly sensible advice and guidance – no flannel, no steering, and certainly no pressure".

 

Fox Lifestyle Financial Planning Limited are an appointed representative of Flying Colours Advice Limited whom are headed by one of the most respected investment dynamos in the industry, Guy Myles, who was one of the founder members of Octopus Investments. Guy’s reputation for waging war on ‘hidden costs’ in the investment world in favour of simple, direct client-focused performance, perfectly matches what our business set out to achieve from the start.

 

The team of specialists at Flying Colours Investment Management Limited, provide investment expertise and support to Fox Lifestyle Financial Planning Limited, allowing ourselves to focus on delivering high quality, tailored financial planning advice for their clients.

 

Fox Lifestyle Financial Planning continues to build a reputation for going above and beyond, including home-based appointments and out-of-hours availability, a friendly voice and face on the screen, in the office or on the sofa.

 

Whatever your situation, concerns, requirements or ambitions, the team will understand and advise on:

 

• Investment Management

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• Pensions & Retirement Planning

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• Inheritance tax planning

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• Later life and long-term care

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• General protection including life cover and critical illness.

 

“Life is rarely a straightforward event – it is complex and can be quite messy financially as our situations and priorities change over time. Most of our clients find us, because they want to lay out a simple, yet secure path for them to follow, but can’t see the way themselves either because they don’t have the time or it’s simply an area they don’t feel confident in".

 

“Our initial ‘Discovery Session’ is very relaxed (no clock ticking or charge sheet) and all about our client – their journey to date, where they are now, their commitments, concerns and what must happen for them in the future".

 

"We then break off and come back armed with the benefit of our experience, sharing our ideas and recommendations, based on many years of finding the right solutions for our clients. The end result is a plan tailored specifically for them, their family and their future, incorporating savings, pensions and investments, which then evolves with the client over the years ahead.”

 

"Financial planning isn’t necessarily just for those with ‘money to spare’, it’s common sense and security for everyone and with prices rising and belts tightening, it’s more important than ever to have your money working hard for you and your future. With a Fox Lifestyle Financial Planning expert on your side, that’s exactly what you’ll get".

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"After joining financial services in 2008 right in the middle of the market crash and looking for honesty and integrity from my employers instead I witnessed first-hand how not to run an advice business. This was a challenging time however on reflection I could not have wished for a better route into financial planning and to say we are now well equipped to put in place a perfectly balanced lifestyle financial planning service would be an understatement".

 

"Our business exists for the sole purpose to improve clients circumstance and to mend and put right bad practice as seen by our predecessors in the industry to date. Our clients are the only reason we exist today and this is at the forefront of our mind from our Discovery Module, right the way through to Our Recommendations and beyond".

 

We look forward to sharing the benefit of our experience with you.

 

Thank-you.

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