Why choose Lifewing Consultants Ltd?

Overview of what we offer

Our friendly, experienced advisers offer impartial, bespoke advice for all your financial needs. We work with individuals, families and businesses to deliver clear and comprehensive financial solutions.

You might be looking to invest an unexpected windfall, planning to provide for your retirement, wanting security for your family, assistance with inheritance tax planning or just in need of a quick financial review.

Whatever you are looking for, we can provide the experience and know-how to help you to achieve your goals.

Customer Service

We provide a personal and confidential service, as we recognise that this is paramount for you to trust us.

You can be confident that we will look after your interests and will always provide you the very best financial advice.

Our small team are at the heart of our business and everyone is committed to delivering an excellent customer experience for all our clients.

We always take the time to get to know our clients, we are friendly and approachable, which is clearly evident by our testimonials.

Sourcing the best solution for you

We are Independent Financial Advisers (IFA’s) and therefore we have access to a greater range of companies and solutions, enabling us to source exactly the right financial products for you.

Financial Conduct Authority (FCA)

We strongly advise you to only deal with financial services firms that are authorised and regulated by the FCA.

If you use an adviser that is not authorised you would not have access to the Financial Ombudsman Service or the Financial Services Compensation Scheme (FSCS), if things should go wrong at any time.

Free Initial Consultation

We provide a free initial, no obligation, 30 minute telephone consultation and this will provide the basis of any future relationship between us.

Fees and Servicing

Our Fees are clearly itemised, so you will be able to see exactly how much you are being charged for the work we undertake on your behalf. All fees are disclosed and agreed with you, prior to us commencing any work, so there are no hidden, nasty surprises.

Each client is treated as an individual and therefore we offer a range of ongoing servicing options, so you can choose which is best for you.

We believe you have the right to expect value for money from us, and that is what we constantly strive to deliver.

Transparency

Our Financial advice will both simplify the process and present you with the facts you need to know.

Our advice is designed to help you understand and make the right decisions for your financial future.

Experience and Knowledge

Although qualifications accredit an adviser, an experienced financial adviser is invaluable as they will understand the financial markets and be able to provide you a greater range of knowledge.   We offer specialist knowledge in the areas you require advice in, whether it be retirement planning, tax efficient investing, inheritance tax solutions and inter-generational wealth preservation and trusts.

Our two adviser’s have over 45 years combined experience in the industry. You will find our approach both trustworthy and valuable.

We help you plan for your financial future and work with you to achieve your financial goals, to help you provide for yourself and your family, whatever the eventuality.

Nobody can be sure of what the future holds, but by planning carefully and protecting your wealth you can give yourself the best possible options for your financial future.