Meet the Team
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Stephen Fox
Founder, Managing Director & Lifestyle Financial Planner
Stephen is our founder, and the Managing Director of Fox Lifestyle Financial Planning.
He is a highly qualified Independent Financial Adviser and is located in the North West of England.
Stephen joined Financial Services following 11 years within the Aerospace industry within a Project & Business Management / role eventually opting to enter a more defined financial services environment in his late 20's focusing on lifestyle financial planning thereafter.
Stephen’s key area of expertise is his ability to simplify quite complex subjects and tailor his delivery to his audience which we are often told is a breath of fresh air in an area a lot of people find confusing.
Outside of work Stephen enjoys spending time with his family, supporting his two sons at both primary and high school and their mutual amateur football pursuits and keeping fit which allows the odd glass of wine with friends.
Charlotte joined Fox Lifestyle Financial Planning early in 2021 following many years in a customer facing role outside of a financial services.
Charlotte was able to quickly transfer her Administrative & Relationship skills into our business and continues to add real value to our team on a daily basis.
Charlotte joined us as an Administrator but has quickly moved through the ranks and now heads up our Client Relationship and Administration division.
Charlotte is focused on being front of house for all client enquiries and continues to support the advice team on a daily basis with all administrative issues as and when they arise.
Charlotte Barnes
Head of Administration & Client Relationship Manager