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We are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress.

 

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We are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress. We are a company of action: proactive, professional and committed to creating long-term success and financial progression for you, our client.

We understand that everyone's different, and that's why our financial planning approach is as individual as you. We know the financial side of life can be complex and that's why we work hard to get to know you and your aspirations through careful life planning and consultation. We then provide quality advice services and practical pathways to help you achieve the life you want.

With us, progress means development. Financial and life planning that helps you to navigate life's financial complications, free of financial ambiguity and safe in the knowledge that the professional team is at your side, every step of the way.

Our team are happy to meet at a day, time and location most convenient to you, and these meetings are usually arranged by prior appointment.

Copyright © 2019 Lifewise Financial Services. All Rights Reserved

Lifewise Financial Services is a trading style of Nedtown Ltd who is an Appointed Representative of Life & Easy Limited T/A FYB which is authorised and regulated by the Financial Conduct Authority under number 462298 in respect of mortgage, insurance and consumer credit mediation activities only.

Registered address: 11 Cleveland Ave, Draycott, Derby, DE72 3NR. Telephone: 01332 870289. Registered in England & Wales under number 4668300.

We always aim to provide a high quality service to our customers. However, if you encounter any problems and we are unable to resolve them you can take your complaint to an independent Ombudsman.
Our advice is covered under the Financial Ombudsman Service (http://www.financial-ombudsman.org.uk/consumer/complaints.htm). You may be able to submit a claim through the EU Online Dispute Resolution Platform
(https://webgate.ec.europa.eu/odr/main/?event=main.home.show if you live outside the United Kingdom or if you prefer not to deal directly with the Financial Ombudsman Service.)

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