|
|
The aim of our business is to provide "face-to-face" independent financial advice to personal and corporate clients, using the whole market place. On receiving an enquiry, we either arrange to meet our prospective clients at their home, workplace or at our office. Meetings can be arranged at a time and place that is convenient to you.
Company Directors
|
David Westcott |
|
David has worked in financial services since 1989, firstly as a district agent for Prudential. In 1997 he became an appointed representative for Legal & General. In 2000 he became a director of Lifestyle Financial Choices Ltd. He specialises in providing independent financial advice on mortgages, protection, investments and retirement planning. He holds the full Financial Planning Certificate and The Mortgage Advice Qualification.
_________________________________________________ |
Ian McCarthy |
|
Ian has worked in financial services since 1987, firstly as a district agent for Prudential. In 1997 he became an appointed representative for Legal & General. In 2000 he became a director of Lifestyle Financial Choices Ltd, he specialises in providing independent financial advice on investments and retirement planning for clients. He holds the full Financial Planning Certificate and The Mortgage Advice Qualification.
_________________________________________________ |
Jeff Thomas |
|
Jeff has worked in financial services since 1985, firstly as a district agent for Prudential. He then joined Lifestyle Financial Choices Ltd as a director in 2000. He specialises in providing independent financial advice on investments and retirement planning and organises and presents financial planning seminars for large employers. Jeff is also Compliance Officer for all regulated businesses. He holds the full Financial Planning Certificate and The Mortgage Advice Qualification.
_________________________________________________ |
Robert Wilkins |
|
Rob has worked in financial services since 1983, firstly as a district agent for Prudential. In 2000 he joined HSBC Bank as a Financial Planning Manager and joined Lifestyle in 2007. Rob specialises in providing independent mortgage advice. He holds the full Financial Planning Certificate and the Certificate in Mortgage Advice and Practice.
_________________________________________________ |
|
|
