Reviews of Fox Lifestyle Financial Planning Ltd. (Financial Consultant) in Preston (Lancashire).

Fox Lifestyle Financial Planning Ltd

12 Reviews

12 Comments

Financial Consultant

Financial planner

7 St Edwards Chase, Fulwood, Preston PR2 3BF, United Kingdom

Description

Information of Fox Lifestyle Financial Planning Ltd, Financial Consultant in Preston (Lancashire)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Fox Lifestyle Financial Planning Ltd

Reviews of Fox Lifestyle Financial Planning Ltd

P. F.

Stephen has been looking after my pension, investment and ISA accounts for a number of years now. He presents himself in a professional but friendly manner and has an extensive knowledge in all financial areas. He takes extra time to explain the finer details and I am extremely pleased with the outcome of all my investments especially during these difficult times. I have no hesitation whatsoever in recommending Stephen to anybody thinking of investing their money or needing advice on pensions or other financial matters.

E. e.

Stephen has looked after my pension and our investments over the last few years and I feel he gives a personal touch to an industry fraught with the unknown for the beginner investor. He gives great updates on the current financial market and news with a touch of humour and keeps the detail simple enough for everyone to understand. I would definitely recommend Stephen as a great financial adviser.

M. F.

Stephen has been looking after my financies, investments and pensions for a number of years. In this modern hectic unpredictable world its important to have an adviser that you can trust and will keep you abreast of any changes to the market and make sure your money is working for you and aligned to your life plan. I wouldn't hesitate in recommending Stephen and his services.

J. H.

We met Stephen in February 2020 so it's early days in terms of our long term investments however so far so good. In the initial stages there were lots of questions and after thoughts on our part. All of our questions were answered and we were reassured within the same day. Stephen who came recommended to us is a lovely family man who we felt comfortable with from the start. I wouldn't hesitate to recommend Stephen to family and friends.

E. B.

Stephen Fox has been our Financial Advisor for over 10 years during this period he has looked after our investments diligently and they have grown in value year by year. Stephen has a wealth of financial knowledge along with a friendly and unobtrusive attitude. We have no hesitation in recommending him.

R. R.

We are extremely happy with the advice and support we receive from Steven Fox and highly recommended his financial planning service. Importantly, we are happy with the performance of our investments and how they work for us, supporting our families lifestyle through income whilst also saving for the future.

c.

Pensions are a nightmare; everybody knows something, nobody knows it all, yet everyone needs to work out their plan. My plan too two months to work out for my wife and I; it looked like a decent plan, but nobody I know could convince me. Fox came to my attention via Unbiased.com. I spoke to their representative to organise a call (these are Covid times), which took place on time without any fuss. I explained my plan, their representative asked a lot of questions. I could see he was going down every Avenue, and I felt that no stone remained unturned. In the end the representative felt I had a good plan, and didn’t try to sell me anything; remarkably refreshing. On the other hand, the conversation, questioning and guidance reassured me greatly about my plan, but also of Fox’s expertise. I’ve Rolodex-ed them for future reference. I would recommend Fox to anyone I felt needed financial guidance; they know their stuff, and don’t try to sell you anything beyond what you need.

S. G.

Fox Investment management has looked after my portfolio for some time now , the team is always very helpful and responsive, my investment return has remained positive even through such troubling challenges. I would have no reservations in recommending Fox financial to any of my friends.

B. L.

Very thorough pre investment advice. Stephen kept us fully informed throughout the process and was very pro active in finding out what our needs were before tailoring a package to suit. Highly recommended.

A. G.

We have always received excellent advice and support Stephen. We would happily recommend him to anyone!

J. B.

Having been recommended by a friend I found Stephen really friendly and helpful His advice was very positive and made everything very easy to understand. Thankyou so much!

G. L.

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