Lifeplan Financial Management

Lifeplan is a team of experienced and qualified Chartered Financial Planners based in County Durham and Northumberland. Established with the goal of providing individuals with peace of mind and a clear pathway towards a secure retirement, we have been guiding clients towards financial clarity for over a decade.

Our Vision

Our mission is to empower individuals to proactively plan for their financial future and achieve their financial goals. We believe that financial planning should be tailored to each client's unique circumstances, aspirations, and evolving needs.

1. Approaching Retirement

• Comprehensive needs analysis to assess financial readiness for retirement
• Development of a personalized retirement roadmap
• Guidance on pension options, inheritance planning, and tax implications
• Estate planning solutions to secure your financial future

2. At Retirement

• Transition planning to ensure a smooth and comfortable post-retirement lifestyle
• Investment and wealth management strategies to maintain financial security
• Tax optimization and estate planning solutions

3. In Retirement

• Continued financial planning and review
• Regular review and adjustment of your financial strategy
• Assistance with retirement-related queries and concerns

4. Wills & Trusts

• Creation and implementation of personalized wills and trusts to protect your assets and ensure their proper distribution after your passing

Working with Lifeplan

We believe in building strong relationships with our clients, based on trust, open communication, and mutual understanding. Our approach is:

• Personalised: We take the time to understand your unique goals, anxieties, and aspirations.
• Independent: We provide unbiased and impartial advice, tailored to your individual circumstances.
• Proactive: We take a proactive approach to planning for your future, anticipating your needs and concerns.
• Accessible: We communicate in clear and concise language, ensuring you understand every step of the process.

Client Testimonials

"Lifeplan has been an invaluable resource in helping me plan for my retirement. Their personalized approach and clear explanations have put me at ease and given me peace of mind." - Colin, Nottingham

"I highly recommend Lifeplan for their expertise and personalized approach to wealth management. They have guided me through the complexities of retirement planning with clarity and understanding." - Anthony, Northumberland