Financial Services

Lyfords offers a full financial planning service, which includes identifying your issues and objectives and setting up plans to achieve them.


Risk Management | Insurance Protection

We have found private health insurance is important to UK immigrants. It’s important to protect yourself and your family, and to get medical treatment when you want. For some operations, going through the public health system could mean a 3 to 6 month wait to be treated.

This is about having the right amount of insurance so that if you die or are sick or injured, you will still be able to achieve your short, medium and long term goals and your family will remain financially secure.

We quote for all the major insurance companies, and then discuss premiums versus quality of the product to help you make an informed decision.

Note that we have no ties or obligations to recommend any one particular company. We qualify our recommendations based on independent research.


Retirement Planning

How much money will you need in retirement? Will your money last as long as you? We use software where we factor in investment growth after inflation and tax has been deducted. It is important to use realistic and conservative growth estimates in these calculations. Our job is to work with you to make your money last as long as you do.