Where are you now?

How are you going to get there?

Where are you heading?

Do you have something on your mind? Do you want more confidence about your financial future?



Where are you now? and where are you heading to? – more importantly how are you going to get there? Lifestyle Financial planning is here to help you get and keep the life you want beyond your work and business. Understanding your current and future desired lifestyle is the total focus of our service proposition. You cannot win the race until you know where the finish line is!


Understanding “Your Number” will give you the confidence to start making the right decisions for you for your future. Keeping the focus on achieving and maintaining your lifestyle security delivers real peace of mind to search for the answers to the bigger questions.

Your Ideal Life

Life is not a rehearsal, time is limited. What does your ideal life look like? – What have you always wanted to do but never had the time? Lifestyle Financial Planning is about helping you achieve your important goals and live your life with purpose.

Lets have a coffee and a chat

What would financial peace of mind mean to you?

What our clients think of us

Don't take our word for it

“A real knack for explaining complex financial scenarios and alternatives, helping us to make informed and reasoned decisions”

M Chitty, Company Director, Leeds

“Given us clarity in what we need to do to achieve our financial goals”

S Phillips, Harrogate

“A great ability to listen and talk about financial matters in a simple, understandable way, has consistently brought cutting edge solutions to the table”

K Newbury Jones, Company Director, Harrogate

“I trust and greatly appreciate their advice”

J Jepps, Company Director, Leeds

“This is how financial planning should be. Always helping me look forward so I can get the best out of life”

S Thompson, Company Director, Yarm

“One of the good guys”

D James, Company Director, Harrogate

“In our business life, we have rarely seen such enthusiasm and energy”

A & T Porter, Retired, Harrogate

“It is no understatement to say you have significantly, dramatically and permanently changed our lives for the better thanks to your calm considered expertise – that has supported us to make financial planning a pleasure”

P Hall-Jones, Company Director, Harrogate

“Takes the time not just to understand the facts, but to understand his clients’ motivations and short, medium and long term life goals”

H Nakhwal, Finance Director, Leeds

“A refreshing change to speak to someone who listens to me when things are changing around me”

Dr S Uka, Consultant Paediatrician, Halifax

When can we get together

Call 01423 527944

We will help you make sense of it all and ensure you are excited about your future and get the most from your life.

We offer a free meeting with no obligation, so you can ask the big questions about how we work and how we will help with your future plans.