15+

Years
with Yell

Lifestyle Financial Advice Ltd

Lifestyle House 97-99 Talbot Rd, Talbot Green, Pontyclun, CF72 8AE Directions

Why Choose Us?

Professional Service
Expert Advice
Local Business

Business overview

  • Independent Financial Advice
  • Pension Specialists
  • Annuities
  • Mortgages
  • Equity Release
  • Secured Loans

We are an independent firm based in Talbot Green, South Wales run by husband and wife team, Iain and Tracey and eldest son, Owain. We provide advice on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.

As fully independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, mortgages, retirement planning or releasing equity from your home, we have many years of experience in finding the most suitable solution for our clients' needs.

We provide advice and help following a financial review which will start with a very broad discussion of your needs and aspirations, before moving on to a thorough financial review.

Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face-to-face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.

Photos

Equity Release Council Logo
Pension Transfer Gold Standard
Man with Money Logo
Image 5 of Lifestyle Financial Advice Ltd

Products & Services

Buy-to-Let Mortgages

Equity Release

FCA Regulated

Financial Consultants

Flexible Pensions

Income Protection Insurance

Independent Financial Advisers

Life Insurance

Lifetime Mortgages

Mortgage Advice

Mortgages

Occupational Pension Transfers

Pension Tax-Free Cash

Pension Transfers

Pensions

Residential Mortgages

Secured Loans

Wills and Power of Attorney

Credentials

Awards

  • Personal Finance Awards: Best Financial Adviser 2009 - Winner
  • City of London Wealth Management Award: Outstanding Accomplishment 2005 - Winner

Accreditations

  • Financial Ombudsman Service (541659)
  • Financial Services Compensation Scheme (541659)
  • Member of London Institute of Banking and Finance (A28623)

Associations

  • Financial Conduct Authority (541659)
  • Personal Finance Society (001343838E)

Qualifications

  • Financial Planning, Level 6 Advanced Diploma (Chartered Insurance Institute)
  • Mortgage Advice, Level 3 Certificate (Chartered Insurance Institute)

Reviews

Pension and Mortgage

5
Iain at Lifestyle spent a long time helping me find various old pensions then transferred them into one new plan. This is far easier to understand and now I have a better idea of what to expect when I retire. Iain arranged my mortgage a few years ago; the service was great and he did all the paperwork for me.
Cancel Update
1000 characters limit

Pension Consilidation

5
Contacted Financial Lifestyle Advice regarding consolidating of my 3 pensions. All sorted for me, and the service I received was first class from start to finish.
Nothing was too much trouble.
I would highly recommend this company.
Cancel Update
1000 characters limit

Lifetime Mortgage

5
excellent and friendly service with the arrangement of our Lifetime Mortgage, would recommend Lifestyle without hesitation
Cancel Update
1000 characters limit

Personal Pension Advice

5
Lifestyle Financial Advice gave me great advice in moving an old pension to a better fund which has increased in value. They also helped me make the right decisions to take my current pension. Excellent advice from friendly knowledgeable people. Made the pension process painless. Would happily recommend them.
Cancel Update
1000 characters limit

Company Pension

5
Transferred by company pension to a personal pension to take a lump sum. Explained the process really well and a great service. Thanks
Cancel Update
1000 characters limit