Your Financial objectives met with clarity and calm. An Oxford-based firm of independent lifestyle financial planners, with a reputation for delivering the highest levels of service and expert advice, making meaningful differences to our clients’ lives. Lifestyle Financial Planning: What is it? A financial plan built around the lifestyle you desire, both now and in the future. Why do you need it? By planning your financial journey, you will be on the right path to achieving financial independence. How do we do it? We will visually forecast your financial future using sophisticated financial planning software.