Managing Director of Lifestyle Financial Services

David Steed

David Steed FPFS is a qualified Chartered Financial Planner offering independent financial advice on all aspects of financial planning. David has a lot of experience, having been in the industry since 1976, establishing Lifestyle Financial Services in 1997. David has achieved by examinations the status of Fellow of The Personal
Finance Society.

Financial Adviser

Emma Giles

Emma Giles (Cert CII (MP & ER) AdvDipFA Chartered ALFBF) is a qualified Chartered Financial Adviser, having graduated with a first-class degree in Financial Services, she then went on to gain a Diploma in Regulated Financial Planning with The Financial Adviser School in 2012 and further to this obtained her Level 6 Chartered Financial Planning Status in 2023. Emma is a fully qualified Mortgage and Equity Release Adviser.

Financial Adviser

Jessica Steed

Jessica Steed (CeMAP AdvDipFA Chartered ALFBF) is a qualified Chartered Financial Adviser, having gained a Diploma in Regulated Financial Planning with the Quilter Financial Adviser School in 2020, followed by her Level 6 Chartered Financial Planning Status in 2023.

Mortgage & Protection Adviser

Marnie Burke

Marnie Burke (CeMAP) joined Lifestyle Financial Services in 2018 and obtained her Certificate in Mortgage Advice and Practice in August 2019. Marnie is now studying towards her Equity Release qualification.

Pensions Administrator

Shantel Ince

Shantel Ince joined Lifestyle Financial Services in 2018. Shantel is a qualified Pensions Administrator and is currently studying towards her Paraplanning qualifications.

Trainee Paraplanner

Shay Zaid

Shay Zaid (Cert CII MP) joined Lifestyle Financial Services in February 2024 as a Trainee Paraplanner. Shay is a qualified Mortgage Adviser, wanting to expand her knowledge in the financial services industry. Shay is now working towards a qualification in Regulated Financial Planning.

Office Administrator

Tracey Baker

Tracey Baker joined Lifestyle Financial Services in March 2024, having gained experience in similar roles within the Financial Services Industry. As our Office Administrator, Tracey provides valuable support to our team.

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Contact Us

Call us for some advice…
Pension & Investment Advice: 01527 861490

Mortgage Advice: 01905 953472
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