1 Farnham Road, Guildford GU2 4RG
Lifestyle Financial Planning is a business which focusses on giving you and your family the peace of mind to live the life you wish without the worry of having enough income. Many people have several pension pots; they will help you combine these into one place - perhaps a tax-efficient SIPP (self-invested personal pension). The first meeting is on them so you can get to know each other first, as they value having a long-term relationship with everyone they meet. They are authorised and fully regulated by the Financial Conduct Authority under reference 934058. Available 8am–6pm Mon–Fri.
* Free initial discovery meeting with all clients via The Little Green Book *