Making Plans

Stephen Fox explains how he and his team can help you plan your financial future. Photography: Roger Moore

Fox Lifestyle Financial Planning Limited, an independent lifestyle financial planning and advice business, has opened an office on Winckley Square in Preston following a sustained period of growth for the firm.

Founder and Managing Director Stephen Fox, who entered the industry in 2009, advised how Winckley Square had always been in his sights from a young age: “We are tremendously excited and proud to have our main business premises right in the heart of Preston city centre. Winckley Square and the centre itself, is a place I spent a lot of time growing up, with my father holding the role of Site Director at the then British Aerospace Strand Road site, which is just a stone’s throw away.

“Having spent a lot of time here it was always the plan to have a base on Winckley Square at some stage in my life. The square itself has undergone extensive redevelopment in recent years and our offices are nicely positioned at number 25 delivering a fantastic view while we work and for our clients to enjoy when they come in to see us.

“With onsite parking and the train station just a few minutes away, we are pleased to have a further option for our clients who had previously been travelling to the Liverpool offices we work from or hosting our meetings in their home or locality.”

What does a Lifestyle Financial Planner actually do?
• Investment management
​• Pensions and retirement planning
​• Inheritance tax planning
​• Later life and long-term care planning
​• General protection services including life cover and critical illness

What does that mean in plain English?

We exist primarily to add support in an area people often find confusing – financial planning.

By listening to our customers, we are then able to properly understand what their problems are and what they are looking to achieve.

We make no apologies for the range of questions that arise in our first ‘discovery’ session, which is likely to take the full hour.

We initially focus on family background, investment experience and risk tolerance before moving on to objectives, income and expenditures and wider asset position right the way through to the clients planned point of retirement and how much is going to be enough for them when the time comes.

All areas are key to our learning before we can provide advice.

Fox Lifestyle Financial Planning Ltd
No 25 Winckley Square
Preston PR1 3JJ
01772 364002
07540 271083



Tedd Walmsley

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