About us


Based in Tonypandy, South Wales, Lifestyle Financial Choices was established in 1999 as a provider of Independent Financial Advice.The directors, in total, have over 100 years experience in providing financial advice to clients. The team are committed to the highest level of professionalism and provide excellent service standards in mortgage advice, investments, retirement planning, protection and all areas of financial planning. Lifestyle are recommended financial adviser’s to the South Wales Police Authority and for fifteen years have facilitated their pre retirement seminars. Lifestyle have also been the recommended financial advisers to the Admiral Group since 2008.

Financial Advisers & Support Staff

Click on our staff photos below to find out more:

Dave  Westcott (DipPFS)
Dave
Westcott (DipPFS)

Dave Westcott (DipPFS)

About Dave

David has worked in financial services since 1989, firstly as a district agent for Prudential. In 1997 he became an appointed representative for Legal & General. In 2000 he became a director of Lifestyle Financial Choices. He specialises in providing independent financial advice on investments, retirement planning and protection, . He holds the full Financial Planning Certificate, The Mortgage Advice Qualification and is a Member Of The Personal Finance Society And The Chartered Insurance Institute.

Ian  McCarthy (DipPFS)
Ian
McCarthy (DipPFS)

Ian McCarthy (DipPFS)

About Ian

Ian has worked in financial services since 1987, firstly as a district agent for Prudential. In 1997 he became an appointed representative for Legal & General. In 2000 he became a director of Lifestyle Financial Choices, he specialises in providing independent financial advice on investments, retirement planning and protection. He holds the full Financial Planning Certificate, The Mortgage Advice Qualification, The Mortgage Advice Qualification and is a Member Of The Personal Finance Society And The Chartered Insurance Institute.

Jeff  Thomas
Jeff
Thomas

Jeff Thomas

About Jeff

Jeff retired in July 2018 however remains a Director of Lifestyle Financial Choices Ltd.

Rhian  Blackburn
Rhian
Blackburn

Rhian Blackburn

About Rhian

Rhian has worked in financial services since 1989, firstly as a Retail Branch Manager of HSBC Bank then as Supervisor in the Accounts Department of Tata Steel. Rhian joined Lifestyle Financial Choices Ltd in 2008 and carries out various administration duties to support both the directors and clients in the ongoing management of their financial planning.

Ryan  Price
Ryan
Price

Ryan Price

About Ryan

Ryan has worked in financial services since 1988, firstly as a district agent for Prudential. In 1999 he joined Lifestyle Financial Choices as Office Manager and Para Planner. He is responsible for the general day to day running of the business and supporting the Directors with investment and retirement research and planning for their clients. He holds the full Financial Planning Certificate.

Want to know more?

Call us for a friendly chat on 01443 421115 or email: info@lifestylefc.co.uk