Lifestyle Wealth Management Dewsbury, Wakefiled

Welcome to Lifestyle Wealth Management

At Lifestyle Wealth Management we are committed to delivering better value, choice and results for our clients. We have over 30 years' of experience working with individuals and families to help them reach their financial aims.

We use a goals-based approach that takes account of your personal needs, with time frames to achieve these in, and the level of risk you wish to take; we then blend all of this information to create your personal strategy and financial roadmap.

Pensions and Retirement
Pensions & Retirement
Pensions & Retirement

I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - I need to make sure I can afford to retire and still have a good standard of living?

Manage Investments
Manage Investments
Manage Investments

Income is my priority. I want to make sure my investments are generating as much as possible. I need my investments and income to keep up with inflation and make good decisions for my future.

Wealth Management
Wills, Trusts & Estate Planning
Wills, Trusts & Estate Planning

I want to make certain my family and loved ones are provided for adequately. That my estate is protected and my possessions will be distributed fairly with my wishes being followed.

  • Help with transferring and consolidating our pension pots

    My wife and I both needed to sort out our pensions when I retired. We had visits from Gary and Gerry and received very clear, full and friendly explanations of our options which covered some issues we had not even considered. Using Garry's advice we both decided that our best course of action was to transfer and consolidate the pension pots we had built up over the years into schemes that supported flexible drawdown. Having made our decision Garry took care of getting everything set up including organising the pension transfers. Then we also decided it was time to get some our other affairs in order too. With Gerry's help we set up powers of attorney and trusts, and finally got round to making wills! In all the meetings we had we found both Garry and Gerry very helpful, calm, professional and patient, at no time did we feel under any pressure.
    Tony Pedder

  • Combing several pensions into one pot

    Garry made the process of combining all my personal pensions I had accumulated over the years into one pension pot very easy. He gives great advice and is always available when I have queries relating to my future investments. I have every confidence in his and his colleagues ability to recommend switching when required to maximise growth
    Peter Lacidy

Regulatory Statement

Lifestyle Wealth Management is a trading style of Mayfair International Private Wealth Ltd which is authorised and regulated by the Financial Conduct Authority FCA 825023.

Mayfair International Private Wealth Ltd.
Registered Offices: E5 Grange Court, Pinsley Road, Leominster, Herefordshire, England, HR6 8NL. Registered in England and Wales No. 11049792.

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Contact us

Telephone: 0845 3711322
Email: garry@lifestylewm.co.uk

Our Address:
Fairways, Hill Top Court, Newmillerdam, WF2 6QA

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