Lifeplan Financial Management Ltd

Independent Financial Adviser  Lifeplan Financial Ltd, Durham, Consett, DH8 6BN
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FCA authorised
Last authorised 22nd February 2021
We are Chartered Financial Planners based in County Durham; delivering financial peace of mind to help people prepare for retirement.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Gary Barnes FPFS, CFP,CII(MP & ER)
CHARTERED FINANCIAL PLANNER
MRS Kate Boon Dip.FA
Financial Planner
About us

We are a firm of Independent, Chartered Financial Planners based in County Durham.

Founded in 2011, our team consists of two Financial Planners, Gary and Kate, and our Administrator, Abigail.

We believe the best financial advice comes from a full understanding of your personal situation; not from a list of financial products you or anyone else thinks you might need. It comes from a strategy that has your best interests, goals and ambitions at its heart.

It comes from a Lifeplan.

Over the years, we have developed a specific specialism in helping people at every stage of the retirement process:

• Approaching retirement: We’ll ensure you can retire with the income you need to achieve your goals.

• At retirement: We’ll create a bespoke financial plan that will give you the confidence to retire worry-free.

• In retirement: We’ll ensure you are making the most of your retirement income, in a way that is secure, structured and sustainable.

• Wills & trusts: We’ll create a strategy that will ensure your assets will be distributed according to your wishes.

Our services

There are several reasons why the way we work makes us stand out from the crowd:

• We are Chartered. Chartered status positions our firm amongst the UK’s leading practices. You can therefore rest assured that your finances are being looked after by accredited, knowledgeable professionals.

• We are Financial Planners. We believe in proper financial planning, driven purely by your goals.

• We are independent. We have no contractual relationships driving our planning process. Instead, we only ever recommend the financial solutions that will best allow you to achieve your goals.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Lifeplan Financial Ltd, Unit 91, Consett Business Park, Villa Real, Durham, Consett, DH8 6BN

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