Fox Lifestyle Financial Planning

Fox Lifestyle Financial Planning Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Fox Lifestyle Financial Planning, Financial Consultant, 25 Winckley Square, Preston.

A lot of people think investing means simply buying shares.In reality, most investment portfolios are made up of a mix o...
24/06/2026

A lot of people think investing means simply buying shares.

In reality, most investment portfolios are made up of a mix of different assets, such as:

• Cash
• Bonds
• Property
• Shares
• Commodities

Spreading investments across different areas can help manage risk and reduce reliance on one single market or sector.

Different mixes suit different people. Someone approaching retirement may invest very differently to someone investing for the next 25 years.

Good investing isn’t about chasing headlines. It’s about building a portfolio that fits your life and goals.

17/06/2026

Most people think financial planning is all about pensions, investments and products.

It isn't.

Good financial planning starts with understanding what you want your life to look like, then building a plan to help you get there.

That's why every client journey starts with the same simple four-step process.

No jargon. No complicated diagrams. Just a clear framework that works.

📢 We're Hiring: Lifestyle Financial PlannerWe're growing our team at Fox Lifestyle Financial Planning and are looking fo...
08/06/2026

📢 We're Hiring: Lifestyle Financial Planner

We're growing our team at Fox Lifestyle Financial Planning and are looking for an experienced, qualified Financial Planner to join us.

We believe financial advice should be simple, honest and client-focused. No jargon. No unnecessary complexity. Just advice that works.

If you're Level 4 Diploma qualified, experienced in delivering regulated advice and looking for a firm where you can genuinely grow your career, we'd love to hear from you.

What we're offering:

📍 Preston-based hybrid role
💷 £40,000 - £50,000 basic salary + uncapped bonus ontop
📈 Uncapped bonus structure
🚀 Realistic first-year earnings of £150,000+
🤝 Full admin and paraplanning support
📊 Clear pathway to progression and leadership

Apply via LinkedIn or send your CV to [email protected].

Apply here: https://www.linkedin.com/jobs/view/4420432990/

Know someone who could be a great fit? Please share this post or tag them below.

A big shout out to Colleen Aspinall for the amazing work she’s been doing since joining Fox Lifestyle in March 2025.Col...
03/06/2026

A big shout out to Colleen Aspinall for the amazing work she’s been doing since joining Fox Lifestyle in March 2025.

Colleen is a key part of our team and brings positivity, hard work, and a real can-do attitude to everything she does. She’s doing an incredible job and we’re very lucky to have her.

Thank you Colleen, from everyone at Fox Lifestyle. 🧡

A lot of people assume Inheritance Tax planning is only something ultra-wealthy families need to think about.That’s no l...
27/05/2026

A lot of people assume Inheritance Tax planning is only something ultra-wealthy families need to think about.

That’s no longer really the case.

With property values rising and tax thresholds frozen, more families are finding themselves potentially affected by Inheritance Tax than ever before.

The good news is there are practical steps that can help reduce a future tax bill, including:

• making use of gifting allowances
• reviewing how assets are structured
• considering trusts
• charitable giving
• ensuring you have an up-to-date Will in place

The earlier planning starts, the more options are usually available.

We recently shared a blog covering 6 practical ways to reduce Inheritance Tax and protect more of your wealth for future generations.

Read more here:

https://foxlifefp.com/blog/6-practical-ways-to-reduce-inheritance-tax/

Most people hear the word “risk” and immediately think “danger”.But investment risk isn’t about avoiding risk completely...
19/05/2026

Most people hear the word “risk” and immediately think “danger”.

But investment risk isn’t about avoiding risk completely, it’s about understanding what level of risk is right for you.

Keeping money in cash carries risks too:

• Inflation reducing spending power
• Missing long-term growth
• Outliving your savings in retirement

The key is finding the balance between protecting your money and giving it the opportunity to grow.

13/05/2026

One of the most rewarding parts of financial planning is hearing clients talk about the difference it’s made to their lives.

And it’s rarely just about the numbers.

For many people, it’s the confidence that comes from finally having a clear plan in place.

It’s the reassurance of knowing they’re moving in the right direction financially.

And often, it’s simply having greater peace of mind about the future.

Address

25 Winckley Square
Preston
PR13JJ

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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