Live Smart Financial Planning

Initial consultation free
Across our team we have over 50 years of experience in helping people to enjoy a better lifestyle, without fear of running out of money. We passionately believe that the power of Lifestyle Financial Planning can change people’s lives.

We can advise you on

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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

Julian Baker
Director of Planning

What our clients say

Jacqueline Davies
Recently had a review with Julian. He is very passionate about protecting my best interests. It’s good to see that he has diversified into other areas that are as equally important, for example will...
Louise Stilwell-Stage
What were the circumstances that caused you to initially look for an adviser? He took over my portfolio from the previous advisor How has Julian Baker helped you? I have always found these...


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

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