Are we going to be financially OK?

Explore it.
Review it.
Achieve it.

We help you identify and maintain a fulfilling lifestyle.

Our service is about you.

You explain to us what is most important for your life and together we work on a plan that can align your wealth and your lifestyle.

No family needs are the same, that is why you need a bespoke approach.

We ...

Work with you to give you peace of mind.

We don't ...

Treat you exactly the same as everybody else.

We Give You Peace of Mind

Feel free to call us on 01793 433965 or 07592 554402

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Lifestyle Wealth

The 7 principles we live by:

Life's not a rehearsal.

We all know this, but we often get busy and forget. We will remind you of this often and inspire you to do stuff now while you can. You can thank us later!

Realise our purpose.

We realise our purpose is to help you get a better return on life, not just a better return on your various investments. Your money and your investments must serve your life and not the other way around.

It's your life.

We will keep your life at the very centre of our conversations, not your money. After all, until we know about you, how can we possibly advise you or your money.

The truth about money.

We aim to do the complete opposite to most financial advisers. Our aim is to help you understand what we call “The Truth About Money”.

Proper financial planning.

Please understand: proper financial planning has nothing to do with financial products. These are things we use, if necessary, after we have completed the financial planning.

What is important.

This means financial products are important, but they are not that important. They are simply tasks in the bag to help get the job done.

Life centred.

Always remember the latest new fund or best financial product will never change your life, but proper life centred financial planning, delivered year after year, most certainly will.

We Get You

We get it.
Because we get you.

Life is suppose to get easier – right? So why is it that the older you get the harder it seems?

OK, so perhaps the worries change as time goes on but there are still sleepless nights.

One week its the drudgery of work, the next week it’s how to spend more time with the grandchildren, do you sell your business, can we afford to ‘pack-up’, can your finances stretch to that trip of a lifetime before it’s too late or perhaps it’s a job change.

In your bed at night, you toss and turn counting sheep for hours. Before the routine starts again. That boring but perhaps lucrative routine that has served you well but of which you are growing tired.

All of this is perfectly normal.

We work with people like you to help them understand their money better in order that they can make more informed decisions. We help them to plan out their life – the life that they want which is often not the life that they are getting.

You see that’s what we do. We work with people just like you.

What our client’s say…

Rob first came to see us in the summer of 2011 as part of a free consultation. We were very impressed with his professionalism and knowledge and agreed to become clients. Since then, Rob has visited us for an annual review and at other times as and when the need has arisen. He is very helpful, knowledgeable and nothing is too much trouble for him (he even offered to take our old paperwork to his office to shred!). I have recommended Rob to my friends who need advice on pensions, savings etc. He definitely sorted out our pensions and savings!

In the summer of 2013, my business required premises to operate from that would enable us to take the business to the next stage of our growth strategy. Linked with this was the need to organise our personal pension funds to the benefit of both the business and the directors of the company. Using the services of Rob, we were able to purchase our business unit by creating the most cost effective model for utilising the pension fund, whilst ensuring its continued growth. Thanks to Rob and his team, we have achieved our goals quickly and smoothly.

Spend some time having a read

Catch up on our latest blogs

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Self Assessment Mistakes

5 common tax return mistakes you need to avoid

 5 common tax return mistakes you need to avoid 1920 1200 Rob Walsh

With the self-assessment deadline of 31 January looming, you may be working hard to finish and submit your tax return like millions of other Britons in the same boat. While you could face a penalty if you miss the deadline, it’s still worth taking the time to ensure you get it right, as not doing…

60% Income Tax liability

This clever strategy could help you sidestep a 60% income tax liability

 This clever strategy could help you sidestep a 60% income tax liability 1920 1200 Rob Walsh

According to the Telegraph, millions of UK workers could effectively face a 60% Income Tax liability thanks to changes announced by the chancellor, Jeremy Hunt, in his 2022 autumn statement. The article reveals that increasing wages in the wake of higher inflation, the freeze on the Income Tax thresholds and a reduction in the additional-rate…

6 Important Personal Finance Stories from 2022 | Personal Finance Overview

6 important personal finance stories from 2022

 6 important personal finance stories from 2022 1920 1200 Rob Walsh

With the war in Ukraine, Kwasi Kwarteng’s “mini-Budget” and the various occupants of 10 Downing Street, 2022 has certainly been eventful. Join us as we look back at six important personal finance stories from the year, and what they might mean for your money. The cost of living skyrocketed It wouldn’t be over the top…

Why Falling Inflation May Not Stop Your Wealth From Dropping In Real Terms | Inflation & Personal Finance

Why falling inflation may not stop your wealth from dropping in real terms

 Why falling inflation may not stop your wealth from dropping in real terms 1920 1200 Rob Walsh

Throughout 2022, inflation has hardly been out of the headlines as households across the UK deal with the effects it has had on their finances. There may be some good news though, as the Office for National Statistics (ONS) revealed that in November, the UK’s inflation rate had dropped to 10.7% from 11.1% the month…

Pay Your Mortgage Off or Invest Your Money | Investment Advice Swindon

Pay your mortgage off or invest your money? Here’s what you need to know

 Pay your mortgage off or invest your money? Here’s what you need to know 1920 1200 Rob Walsh

As the economic uncertainty of 2022 continues, the Office for National Statistics revealed that UK inflation stood at 10.1% in September 2022. Because inflation measures the rising cost of living, it’s likely you have already seen its effects on your household expenditure. Alongside the weekly shop, skyrocketing inflation could also have implications for millions of…

Powerful Reasons You Need To Write A Will Now | Will Writing Swindon

Powerful reasons you need to write a will now

 Powerful reasons you need to write a will now 1920 1200 Rob Walsh

When pop icon Prince died in 2016, it triggered a long and costly legal battle over his estate, which was only settled in August 2022. The reason for this was that the singer-songwriter had not written a will, resulting in a legal dispute over the distribution of his wealth. While Prince’s affairs might be more…

3 Clever Ways To Protect Your Personal Data From Criminals | Personal Data Protection

3 clever ways to protect your personal data from criminals

 3 clever ways to protect your personal data from criminals 1920 1200 Rob Walsh

In the wake of the Covid pandemic, more of us have become comfortable using online services. From banking to shopping, socialising to business meetings, many more aspects of our life are now carried out online. While this might be seen as a positive, as you might be able to work from home or transfer money…

Why Cash Accounts Could Reduce Your Wealth In Real Terms | Reducing Wealth | Wealth Planning

Why cash accounts could reduce your wealth in real terms

 Why cash accounts could reduce your wealth in real terms 1920 1200 Rob Walsh

As the UK grapples with high inflation, the Bank of England (BoE) has increased its interest rate seven times in succession since December 2021. In September 2022, the BoE increased its rate to 2.25%, the highest level since 2008. While savers might believe this is good news for their money, in reality, cash that’s sitting…

DIY Investing | 3 Powerful Reasons Why DIY Investing Is Riskier Than You May Think

3 powerful reasons why DIY investing is riskier than you may think

 3 powerful reasons why DIY investing is riskier than you may think 1920 1200 Rob Walsh

Research by the Financial Services Compensation Scheme (FSCS) and the Financial Conduct Authority (FCA) makes a startling revelation. It found that many DIY investors do not fully investigate the investments they place their money into, which could expose their wealth to unsuitably high levels of risk and increase the possibility of losses. Furthermore, it could…

Family Financial Planner | 3 Clever Reasons To Have A Financial Planner For All The Family

3 clever reasons to have a financial planner for all the family

 3 clever reasons to have a financial planner for all the family 1920 1200 Rob Walsh

If you have children between the ages of 18 and 24, it’s likely that you’re discussing money and finance with them, according to Royal London research. It revealed that 3 in every 4 people within the age group speak to their parents about money matters. While younger generations might be on to something, as speaking…

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    Lifestyle Wealth

    Lifestyle Wealth is a trading style of Grosvenor Consultancy Ltd who are authorised and regulated by the Financial Conduct Authority, entered on the Financial Services Register under reference number 187799. Registered in England and Wales No. 3509936. For a copy of our privacy policy, please click here. The Financial Ombudsman Service is available to assist with individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please click here.

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