Lifestyle Financial Choices Limited

Independent Financial Adviser  6/7 De Winton Street, Tonypandy, Mid Glamorgan, CF40 2QX
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FCA authorised
Last authorised 1st March 2021
Quality financial advice with a professional yet personal approach.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Ian McCarthy DipPFS
Director
MR Dave Westcott DipPFS
Director
About us

Lifestyle Financial Choices was established in 1999 as a provider of Independent Financial Advice.

The Directors, in total, have over 100 years experience in providing financial advice to clients. The team are committed to the highest level of professionalism and provide excellent service standards in investments, retirement planning, protection and all areas of financial planning.

Lifestyle are the recommended financial adviser to the South Wales and Gwent Police Authority and for over ten years have facilitated their pre retirement and mid service seminar.

Lifestyle are the recommended financial advisers to the Admiral Group providing financial surgeries on a weekly basis.

Our services

When we make any recommendations, we do so in a down to earth way, explaining things clearly and simply. This ensures our clients have a full understanding before any business is conducted. We pride ourselves on our high service standards which results in long term relationships with our clients, Through this we receive regular calls off friends, family or work colleagues of our existing clients who have recommended us.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

6/7 De Winton Street, Tonypandy, Mid Glamorgan, CF40 2QX

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