Lifeplan Financial Management Ltd

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.