About
Straight-forward, no-nonsense financial advice
About Us
We believe financial advice should be honest, straightforward, and focused on what’s best for you – not what benefits a sales target.
Our approach isn’t something we leave at the office, it’s a way of life. Whether we’re supporting grassroots football, volunteering in schools, or guiding clients toward financial security, we stay true to our principles in everything we do.
Our Story
At Fox Lifestyle Financial Planning, everything starts with your story — not spreadsheets.
Our founder and Managing Director, Stephen, brings a refreshing perspective to financial planning. Based in the North West of England, Stephen made a significant career shift after 11 successful years in the Aerospace industry, where he held senior roles in Project and Business Management.
In his late 20s, he decided to channel his skills into a profession where he could have a more personal impact: lifestyle financial planning. As a highly qualified Independent Financial Adviser, Stephen is known for his ability to cut through complexity and explain financial matters in a clear, relatable way.
Clients often describe his approach as a “breath of fresh air” in an industry that can feel intimidating and opaque.
What We Do
We provide expert, independent financial advice — but more than that, we give people clarity.
Many of our clients come to us because they feel uncertain about the road ahead. They’re unsure whether their pension will support the retirement they imagine, or how their family would manage without them. They’ve often been told to trust in a system they don’t fully understand. That’s where we come in.
How We Work
Our first meeting is all about you — and it’s completely on us. We’ll take the time to understand your journey so far, what matters to you now, and what needs to happen for your future to be financially secure and fulfilling. It’s a relaxed conversation, with no pressure and no cost.
After that, we’ll take everything we’ve learned and come back to you with a second session. There, we’ll share tailored ideas and solutions built on decades of experience. The result? A fully optimised lifestyle financial plan that weaves together your savings, pensions, and investments — designed to support the life you want to
live, for the rest of your life.
Our Values
If you’re looking for straight-talking, no-nonsense financial advice that puts you first, you’re in the right place.
At our core, we believe in:
Keeping it simple – No jargon, no fluff, just clear, practical advice.
Doing what’s right – We put people before profits, always.
Trusting the process – We know our approach works, and we stick to it.
Listening to your gut – If something doesn’t feel right, it probably isn’t.
Empowering people – Whether it’s our clients or our team, we help people be their best.
Get In Touch
We make financial planning straightforward, transparent, and entirely tailored to you – full of practical and honest advice.