Lifestyle Financial Planner And Managing Director
Fox Lifestyle Financial Planning Ltd
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Stephen Fox Email & Phone Number
Lifestyle Financial Planner and Managing Director
at
Fox Lifestyle Financial Planning Ltd
1 work email found
@flyingcolourswealth.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Fox Lifestyle Financial Planning Ltd
Role
Lifestyle Financial Planner and Managing Director
Location
Preston, England, United Kingdom
Who is Stephen Fox? Overview
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Quick answer
Stephen Fox is listed as Lifestyle Financial Planner and Managing Director at Fox Lifestyle Financial Planning Ltd, based in Preston, England, United Kingdom. AeroLeads shows a work email signal at flyingcolourswealth.com and a matched LinkedIn profile for Stephen Fox.
Stephen Fox previously worked as Lifestyle Financial Planner & Managing Director at Fox Lifestyle Financial Planning Ltd and Financial Planner (Dual Role within Ludlow Group) at Napthens Wealth Management Limited. Stephen Fox holds Ba Hons, Business from University Of Central Lancashire.
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{first_initial}{last}@flyingcolourswealth.com
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Profile bio
About Stephen Fox
We are an award winning and highly respected, non jargon spouting financial planning organisation that exists with the sole purpose to simplify financial services into a language you can understand.On 9th November 2017, with almost a decade of experience within financial services, Fox Lifestyle Financial Planning Ltd was registered with companies house and the our journey had begun. Our mission - to put right some of the wrongs within the industry observed first hand by our owner and founder in his career as an employed adviser.Today whilst much has changed within the industry we are proud that our principles remain steadfast and our business has grown into what it has become.Our Values- To deliver a simplified, unbiased and truly independent solution to the majority in need of financial planning advice.- To open up the benefits of a lifestyle financial plan to all irrespective of wealth position and / or prior experience and understanding.- To provide a fee model that relates to our clients needs, the time it takes to create a suitable solution, and that demonstrates real value as agreed by both client and adviser.- To listen. No, really listen to our clients requirements and deliver a tailored set of recommendations with matching justification as to their suitability tip our clients needs.
Listed skills include Financial Advisory, Wealth Management, Portfolio Management, Strategic Financial Planning, and 27 others.
Current workplace
Stephen Fox's current company
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Fox Lifestyle Financial Planning Ltd
8 roles
Stephen Fox work experience
A career timeline built from the work history available for this profile.
Lifestyle Financial Planner & Managing Director
Current
Fox Lifestyle Financial Planning Ltd
Nov 2017 - Present
Financial Planner (Dual Role Within Ludlow Group)
As part of the ongoing relationship between Ludlow Wealth & Napthens Solicitors, Napthens Wealth Management (NWM) was formulated with my role to oversee the ongoing new business and ongoing client management activity for Commercial, Corporate and Employment Departments.A dual role alongside my Senior Consultant position with Ludlow.
May 2017 - Dec 2017
Senior Consultant
Ludlow Wealth Management Group
May 2016 - Dec 2017
Wealth Manager & Stockbroker Raymond James Investment Services
Raymond James Investment Services
My role as Wealth Manager & Stockbroker at Raymond James Investment Services allows me to draw on over 52 years of wealth management and financial planning provision to The Ribble Valley and surrounding area.Raymond James Investment Services themselves commenced operation in 2001 and is the UK private client wealth management arm of Raymond James Financial.
Jan 2011 - Mar 2016
Independent Financial Adviser & Mortgage Broker
Following on from the Edward Jones Training Programme in London I established PI Financial Dixon Sutcliffe working with small businesses and various private arrangements in and around The Ribble Valley.Typical business involved Retirement Planning and the provision of personal pensions, understanding shortfalls in personal insurance and providing the.
Jan 2010 - Dec 2010
Trainee Stockbroker & Financial Adviser
A 20 week intensive training programme with at the time The Sunday Times No1 employer to work for Edward Jones Investments split into two sections. The first 9 weeks was a classroom based environment delivering tuition, study time and the eventual exam weekly with a view to, if successful moving forwards onto the back 11 weeks which delivered various.
Sep 2009 - Dec 2009
Senior Project Manager (Apm)
Commenced employment with British Aerospace (as was) via their Business Modern Apprentice initiative which delivered various Degree and NVQ qualifications in the 2 year work based training programme before cementing a role within the business in 2000 which for me involved managing the then outsourced I.T contract based out of Samlesbury and Prestons.
Sep 1998 - Sep 2009
5 education records
Stephen Fox education
Ba Hons, Business
Education record
Broughton High School
Education record
Cardinal Newman College
Education record
Queen Elizabeths Grammar School (Qegs)
Education record
Runshaw College
FAQ
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Quick answers generated from the profile data available on this page.
What company does Stephen Fox work for?
Stephen Fox works for Fox Lifestyle Financial Planning Ltd.
What is Stephen Fox's role at Fox Lifestyle Financial Planning Ltd?
Stephen Fox is listed as Lifestyle Financial Planner and Managing Director at Fox Lifestyle Financial Planning Ltd.
What is Stephen Fox's email address?
AeroLeads has found 1 work email signal at @flyingcolourswealth.com for Stephen Fox at Fox Lifestyle Financial Planning Ltd.
Where is Stephen Fox based?
Stephen Fox is based in Preston, England, United Kingdom while working with Fox Lifestyle Financial Planning Ltd.
What companies has Stephen Fox worked for?
Stephen Fox has worked for Fox Lifestyle Financial Planning Ltd, Napthens Wealth Management Limited, Ludlow Wealth Management Group, Raymond James Investment Services, and Pi Financial Dixon Sutcliffe.
How can I contact Stephen Fox?
You can use AeroLeads to view verified contact signals for Stephen Fox at Fox Lifestyle Financial Planning Ltd, including work email, phone, and LinkedIn data when available.
What schools did Stephen Fox attend?
Stephen Fox holds Ba Hons, Business from University Of Central Lancashire.
What skills is Stephen Fox known for?
Stephen Fox is listed with skills including Financial Advisory, Wealth Management, Portfolio Management, Strategic Financial Planning, Retirement Planning, Investment Advisory, Investments, and Finance.
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