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Lifeplan Financial Management is a Chartered Financial Planning firm based in County Durham and Northumberland, providing independent advice to individuals and families. Our team of experts helps clients create a personalized financial plan that suits their unique needs and goals, whether it's preparing for retirement, managing investments, or planning for the future. With a focus on understanding each client's personal situation, we offer a tailored approach to financial planning that prioritizes their best interests. Our services include financial planning, investment advice, mortgage advice, and will and trust planning. With a proven track record of delivering financial peace of mind, we're dedicated to helping our clients achieve their financial goals and enjoy a secure financial future.
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