Not our
life story…

Life Changes™ is our unique approach that puts you and your loved ones at the heart of our financial planning.

Because after all, it’s not just money – it’s personal.

Our well-practised combination of deep-dive exploration and lifestyle auditing, accompanied by our extensive knowledge and professional expertise has been proven to build clear, simple and robust financial plans that support you in achieving your most secure future. We are always on hand to help no matter what changes life may throw at you.

It's Simple Really...

…before we plan,
we listen.

Why Life Changes™ Matters

The more we know about where you grew up and how you built your business; about the daughter who’s just started at Liverpool John Moores and the son who’s trying to buy his first home, the better we can tailor our recommendations.

The more we know about the grandchildren who are the lights of your life, or the exotic travel plans for a 60th birthday bucket list and the no-rest-for-the-wicked retirement you have in mind - the more we can help you plan the bright financial future you deserve.

Despite the best laid plans, we know Life Changes™ and that’s why we want to know what really matters to you, so we can build the kind of flexible but robust financial plan that means you can make the most of wherever the road may take you on your journey.

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™

Life Events

By providing clarity and peace of mind at what can be daunting moments in our lives, our market leading software, industry knowledge and experience can really help. Here's just three typical client scenarios where our ‘Life Changes’ service can make a big difference.

Selling Your Business

Planning ahead can ensure a successful sale

Focused Retirement Planning

Relax, knowing what your future holds

Divorce & Separation

Look forward to a brighter future after marriage

“Nothing is too much trouble for them. They have your interests at heart”

Mark’s Story…

Mark takes his coffee milky but strong with one sugar (but he actually prefers a good old tea) and he likes his contracts jargon-free.

He came to us with the thorny issue of how to plan ahead to fairly split his wealth between his two sparring teenage kids and ensure they paid as little inheritance tax as possible. He was 55 at the time, but planning for the worst is Mark’s speciality – and the kids were quite determined…

10 years of coffee, chats, 2 weddings, 3 grand-kids (and the trust funds that come with) and 1 retirement plan later, he’s still with us…

Tell us your LifeChanges™

Want to know more?

We call it Life Changes™ for three very good reasons:
  1. Many new clients come to us because of an unexpected change in circumstances.
  2. Existing clients recognise lifetime financial planning as an ongoing process that adapts to the inevitable changes in life.
  3. The confidence and reassurance that comes from expert financial planning can actually change your life; allowing you to look forward to a secure future - whatever happens.

But don't take our word for it...

Download our new brochure "How to become king of your financial future" for more examples of the difference that fear-free lifetime financial planning, from LightSide, can make.

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