Lifestyle Financial Advice

Initial consultation free
Independent financial adviser
We are a double-award winning, family firm based in South Wales with over 30 years’ experience in Financial Services. Our advisers have Advanced qualifications in Pensions, Mortgages and Equity Release. We offer independent advice to best suit your needs.

We can advise you on

78
£50k+
£50k+
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

MR Iain Atmore DipPFS Adv CeMAP CeRER
Financial Consultant
Mr Owain Thorngate Adv CeMAP CeRER
Mortgage Consultant

What our clients say

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Janet Haines
Lifestyle Financial Advice gave me great advice in moving an old pension to a better fund which has increased in value. They also helped me make the right decisions to take my current pension....
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Owain
Lifestyle assisted in me getting my first mortgage, great friendly service. Helped & looked after every step of the way. Will definitely be back in future.
jc
Jason Claridge
Transferred by company pension to a personal pension to take a lump sum. Explained the process really well and a great service. Thanks
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Nicola Payne
Lifestyle set up my pension for me, great friendly service. I know my pension is being looked after and in great hands.

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

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