About Us

Meet our team of experienced and friendly advisers.

 

Chris Willett

Director

Background:

I served 6 years in the Queens 'Coldstream Guards' and then moved into Financial Services 23 years ago. I totally respect my role and the part it plays in people’s lives, both now and in their future. I pride myself on 'delivering' for clients and ensuring the ongoing service is always as enthusiastic as the first meeting. 

Areas of Expertise:

Wealth Management - including Personal Pensions, Collectives, ISAs and Bonds, Business and Personal Protection & Retirement Planning.

Services for Individuals:

All areas of Financial Planning, Business Protection, Family Protection, Retirement Planning, Savings & Investments.

Services for Businesses:

Group Schemes, Auto Enrolment, Business Protection & Exit strategies for Directors.

Hobbies & Interesting Facts:

I'm at the gym every morning at 06:30 (-some habits die hard!). Our 2 young children, Caleb (5) and Sofia (2) are now keeping us very busy on an evening. But in a very positive way.

I have been lucky enough to not only Troop the Colour on her Majesty the Queen’s birthday parade, but have also led my Rugby team out at Twickenham in a national trophy final, for my home town club Castleford RUFC which we won back in 2008.

Lindsey Willett

Paraplanning & Administration

Background:

Lindsey has worked for Lifestyle for 18 years, in a Paraplanning & Administration role. Prior to this she worked in travel, encouraging people to 'get away' at Lunn Poly.

Area of expertise:

She specialises in Pensions, Compliance & the day to day running of the office.

Hobbies:
In her spare time Lindsey likes to spend time with our young children & travel.

Sophie Elsworth

Paraplanner

Background

I've been working at Lifestyle for over 6 years, I started as an apprentice in 2011 and have advanced to the role of the Paraplanner to the Director. 

I've recently completed my Diploma in Financial Advice with the London Institute of Banking & Finance.

Areas of Expertise

Supporting the Director, technical report writing, fund/product research & client reviews.

Hobbies

Reading, travelling & music.

Interesting Facts

I originally planned to return to full time education after the first year of my apprenticeship, however found I enjoyed the work so much I’m still here over 6 years later!