Universe Financial Advice

Available Discount:

  • 20% upfront discount on the cost of Financial Advice
Terms & Conditions:
  • Subject to a minimum fee of £300, all financial advice provided by Universe Financial Advice for Lifestyle Card members will be discounted upfront by 20%.

Business Details:

Universe Financial Advice offer advice in the following areas to name just a few:

• Pension planning and management
• Investment planning and management
• Financial protection for you and your family
• Inheritance Tax planning
• Wills and Powers of Attorney
• Workplace benefits and corporate advice
• Advice to Ltd company owners

When you meet, they will work with you to build a full picture of your financial situation. Once they know what you want to achieve, they can look at the whole of the market to find the right mix of products for you. Whether it’s pensions, savings and investments, or insurance, they are not vested in any one provider so you’ll get their honest opinion and advice.

Universe Financial Advice Ltd is an appointed representative of Julian Harris Financial Consultants, authorised and regulated by the Financial Conduct Authority No. 153566. Co No. 3927189. Registered office: Julian Harris House, Musgrove, Ashford, Kent, TN23 7UN.

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About The Lifestyle Card

The Lifestyle Card was established in 2018 in our hometown of Andover, Hampshire. Having worked within HR, Education & Health for a combined 50 years, we have the knowledge and expertise to know what drives employee engagement and customer loyalty. After the local success we have expanded our coverage to national locations, enabling us to provide a service for all clients and creating opportunities for local business nationwide.

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