Experience
peace of mind

LightSide is a fiercely independent Liverpool based Chartered Financial Planning business, offering whole-of-life financial planning for grafters across the North West. We’re on a mission to rid the financial services industry of the confusion and fear factor that results in less than 10% of British adults seeking financial advice.

We want our clients to experience the peace of mind and happiness that comes from planning now to achieve their future goals and aspirations.

We’re a young business with new ideas – from remote consultations on Microsoft Teams, to live ‘What if?’ cashflow scenario modelling. We use the latest technology and market leading software to help make complex products, scenarios and implications simple and to ensure we’re always providing the best possible solutions for our clients.

Although we embrace the future in the ways we work, it’s equally important for us to recognise traditional values like empathy, decency, expertise and hard graft. We listen before we speak, never put our profits ahead of your needs, treat clients like family and pride ourselves on the quality of every aspect of our work.

In 2020, we achieved the industry gold standard of “Corporate Chartered Financial Planners”, this is in addition to individual Chartered and Fellowship status being held by all of the firm’s financial planners.

Coffee before contracts

Planning your financial future with the help of someone you know and trust, who knows what’s important to you – underpinned with the reassurance of Chartered status – isn’t difficult or scary, it’s liberating.

That’s why our initial consultation (completely cost and obligation free) is an informal and straightforward chat to unpick your dreams and aspirations and understand what really matters to you. That way our advice can be tailored to what you really want, not what we want to sell.

Why make a plan? Because LifeChanges™

Shall we pop the kettle on

“It’s been my life-long dream to own a Porsche”

John Ellison

Crosby

John’s an honest, hard-working guy and when he first came to us he’d already sold his business, but still worked for the firm who bought it. He initially wanted help to plan for retirement well in advance, but after quite a serious health scare during the first COVID-19 national lockdown his plans changed.

For his annual LIFE CHANGES™ review, we built a model of his financial future and started the meeting by asking him for one thing he’d always dreamt of doing or buying. He said he’d always wanted a Porsche, but never felt like he could justify it. Even though his wife had encouraged him, he’d always felt it would be selfish.

We used the model to create a live ‘What if?’ scenario, and it clearly demonstrated he could buy the car and still maintain the same standard of living to the age of 100, even with a high assumed rate of inflation John booked at test drive at the garage the following day…

What will your LifeChanges™ be?
Get Started today