Fox Lifestyle Financial Planning Ltd - Preston

David Logan

I cannot thank Fox Financial, Stephen and Charlotte enough, they were both amazing through the whole process.

When I decided to take early retirement Stephen had a Teams call with me looked at my 5 pension pots and advised what to do. My company offered a generous settlement figure some of which was tax free and a reasonable final salary pension.

From his advice I have ended up with an acceptable level of monthly pension, a far larger than I originally thought cash sum and a significant investment pot. This all before I get the added bonus of my state pension next year

The lump sum has allowed me to pay off everything and to be debt free, buy a new car and undertake a good amount of home improvements with cash to spare

Charlotte is there at any time to assist completing all necessary paperwork sending to me for read over and final signature.

I often worried about retiring but I shouldn't have. I should have contacted Stephen, Fox Financial earlier

I can only give Fox Financial your 5 star approval but that should really be 5 star ➕️

Thanks

David

Martin Johnson

Stephen and Charlotte are providing me with a 5 star service. Stephen is both professional and wise and has given me good advice, I am much richer for knowing him.
When I want to access my funds, there is minimum fuss but the right amount of checks are carried out.

David Welster

Before going to Fox Lifestyle I had no idea I was in any position to retire early, indeed I only went along to see if various pension pots I had could be invested more smartly in a single pot. Thanks to Fox's friendly and expert advice they were able to go to the pension market and secure a great deal on a pension annuity and now I am retired! A further interview will be planned to ensure the pension lump sum is invested for optimum growth and security. Would highly recommend Fox Lifestyle for anyone in a similar position.

Elaine ebbage

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.

Pam Farmer

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.

Julie Harrison

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.

Michael Fish

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.

Eric Bibby

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.