Good news, we can help

Specialists in retirement, tax, and investment planning.
Working with clients who have a minimum asset value of £250,000.

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Thanks for taking the time to complete our short quiz. Based on your answers, we think we could help.

We specialise in three key areas of financial planning:

Retirement & pension planning
Investment advice
Tax & estate planning

We work with clients who have a minimum asset value of £250,000 and are looking to make their money work harder for them.

A member of the team will be in touch shortly to discuss your financial needs and how we can help. If you would like to speak with us before then, please call 01772 956 043.

In the meantime, you can read some of our customer reviews below and learn more about Fox Lifestyle Financial Planning.

What Others Say About Us

The whole experience was fantastic from start to finish. Stephen and the team were very personable and he knew what he was talking about. Put my mind at rest over a number of issues, including a pension I have is performing exceptionally well, and should be left to do what it's doing. Will be back in 5 years, see how things are then.

I have been supported by Fox Lifestyle and in particular Stephen for the past three years and I have found all aspects of this business very professional. Stephen and support staff are always courteous, listen intently and when required provide the expert financial advice in a timely and clear manner. I am indebted for this balanced approach, as my financial level of knowledge is low and I can put faith in receiving their expert advice, keeping me on track with my portfolio. Well done.

Following my recent retirement I consulted Stephen at Fox Lifestyle Financial Planning. Stephen was very professional and friendly and understood my investment and income requirements and gave me very clear advice tailored to my current goals. Everything was arranged in a very efficient way and I am confident that my future financial needs are in safe hands. Thank you Stephen and Charlotte.

I opted for Fox Lifestyle after reading the reviews and I'm so glad they were my choice. After the first meeting I was confident I'd stay with them as Stephen is not only very approachable, friendly and down to earth but is very professional. It's difficult to know who to trust in this financial minefield and I would highly recommend Fox Lifestyle to anyone seeking trustworthy, reliable and expert financial guidance.

Who are we?

At Fox Lifestyle Financial Planning, we put people first.

Founded by Stephen Fox – a former Aerospace project manager turned Independent Financial Advisor – we bring a fresh, down-to-earth approach to financial planning.

Based in the North West, we help individuals and families gain clarity and confidence about their financial future.

Whether you’re unsure about retirement, worried about what would happen if life took an unexpected turn, or simply want to make the most of your money, we’re here to guide you with honest, independent advice that makes sense.

No jargon. No pressure. Just a plan that fits your life.

Good news, we can help

Thanks for your enquiry, we'll be in touch

What Others Say About Us

Who are we?

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