See the bigger picture…

Fixed-Fee Financial Planning

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A clear and reliable path towards your financial independence.

Do you feel that your financial circumstances are increasingly complex? Living and working in the UK and having assets in more than one country requires a robust financial plan that’s tailored to you.

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Because life’s a journey.

Family, business, retirement, succession… some questions are too big to face alone. And when you consider all the tough decisions you will make over your lifetime, we think it’s good to ask for help. We’re here to give you smart financial advice that’s not limited by geography.

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When will I be able to retire?

How do I give my children the best start?

How do I make more of my tax allowances?

Will I have enough, no matter what happens?

We all have a purpose, and ours is to help you to realise yours.

Positive advice

Positive and forward-looking financial planning can be life-transforming. We use a robust methodology to achieve better client outcomes.

Sense from non-sense

No complicated jargon. Just sound and evidence-based financial advice, framed in simple, straightforward terms that make sense to you.

Personal service that cares for you

We make ourselves available to fit around your schedule and work hard to get to know more about you than just your wealth.

We work hard to get to know your aspirations, individual circumstances and personal commitments. We will liaise with your advisors, no matter where they may be, and bring together a complete picture of your wealth position. Then we build a well-structured plan designed for you, help you to put it in place, and regularly support you, as life is ever-changing.

Remember, nothing’s guaranteed: your investments could go down as well as up.

Financial Adviser’s “Shopper’s Choice”

The UK’s premier weekly newspaper for the financial intermediary community, Financial Adviser, has called Lyfe Wealth its “Shopper’s Choice”!

This adviser stood out … The adviser picked up immediately after just one ring … was extremely patient and conversational … and demonstrated terrific knowledge.

Financial Adviser’s Mystery Shopper21st February 2019
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Ready to ask more from Lyfe?

We’d love to speak with you. There are no obligations and no costs to you for our initial exploratory conversation, so why not get in touch to see how we can help? Leave your details with us here and we’ll give you a call to take things forward. Alternatively, click here to book your no obligation Lyfe consultation.

To find out more about how we will protect your details, take a look at our privacy policy.

Lyfe Wealth is an independent financial planning company based in the city of London that provides investment planning and wealth management. We advise on estate planning, income protection, property and homes, and family trusts based on the UK tax regime. Lyfe Wealth does not act on behalf of any product provider, bank or insurance company, and this ensures that we always act in the best interest of our clients.

Lyfe Wealth is a multilingual IFA speaking English, German, French and Gujarati, and can provide international financial planning. We work with clients who have assets within the UK and abroad.