Lifeplan Financial Management Ltd

Independent Financial Adviser Lifeplan Financial Ltd, Unit 91, Consett Business Park, Villa Real, Durham, Consett, DH8 6BN
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
16th September 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Gary Barnes FPFS, CFP,CII(MP & ER)
CHARTERED FINANCIAL PLANNER
Accreditations
Later Life Accredited Adviser Chartered Financial Planner Certified Financial Planner
Kate Boon Dip.FA
Financial Planner
What our clients say
We have been with Lifeplan for a few years now. Kate has been brilliant in helping us understand our level of risk and planning for retirement. Before we spoke to Kate, it was always something we would just say we’d get around to at some point! It’s really important to have a plan and I feel more secure about our finances now.
Kate, Gateshead
We have been with Lifeplan for a few years now. Kate has been brilliant in helping us understand our level of risk and planning for retirement. Before we spoke to Kate, it was always something we would just say we’d get around to at some point! It’s really important to have a plan and I feel more secure about our finances now.
Kate, Gateshead
I initially approached Lifeplan as my parents had used them in the past. I received excellent financial planning advice, and as I am still quite young and newly-qualified, this was invaluable. I also approached Lifeplan to help me find a suitable mortgage and again they were fantastic. They took a lot of pressure off me by dealing with lenders as well as solicitors. First class!
Jamie, Northumberland
As retirement approached, I was uncertain how to proceed. Advice from Lifeplan set us on the right track and we are now enjoying a very comfortable lifestyle. Good advice was provided regarding our wills and Powers of Attorney. We appreciate the guidance given and feel happy and secure in our retirement.
Albion, Tyne and Wear
Having dealt with various financial advisers in the past, both Gary and Kate give a far more personal service and explain things clearly. They take the time to understand what we want from financial planning and they have the knowledge to advise us in a variety of different aspects. Although we have only been clients from just before retirement, I would have no hesitation in recommending them to anyone of any age and we have absolutely no regrets in switching to Lifeplan.
Colin, Nottingham
Gary sorted out my pension by tailoring it to my own specific requirements. Until then, it was with large organisations and I really felt out of control with it. He explained technical terms well and I felt that he was not happy until he knew I fully understood all aspects of the business. There was no pressure from him and I always felt very confident that he was doing the best he could do on my behalf. He is fully qualified, takes pride in his job and in my opinion is impeccably trustworthy. His team is also very efficient, keeping me advised on all aspects of our business.
Henry, County Durham
Where to find us

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

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Lifeplan Financial Management Limited is authorised and regulated by the Financial Conduct Authority. You can find Lifeplan Financial Management Limited on the FCA register under the reference number 531619. Registered in England & Wales. Company number: 07355312. Registered Office: Unit 91 Viewpoint, Derwent Business Centre, Consett, Co Durham, DH8 6BN.

Similar advisers near you

Independent Financial Adviser 0.39 mi
We offer competitive Fee based advice from a highly qualified Chartered Financial Planner who you can trust, call .
 
Independent Financial Adviser 0.79 mi
We are a local friendly firm offering independent advice. Our goal is to provide you with truly independent financial advice.
 
Independent Financial Adviser 1.62 mi
With ever changing legislation, retirement options can be at best confusing. Take advice from retirement specialists at The Pension Planner
 
Independent Financial Adviser 1.77 mi
We specialise in advising upon Retirement Planning, and the arrangement of Pension schemes and Investments. Contact us on