Lifeplan Financial Management Ltd

We offer a consultative method to financial planning designed to find all of your targets and aspirations as this would be the motivation behind any nice financial plan. Particular dates, figures, and aims could be designed or common methods applied to resolve the questions that maintain you awake at night time. We construct a plan to take a position, defend, and improve your wealth.

We acquire present valuations of your investments, making use of a set of agreed assumptions about funding progress, tax charges, and with the advantage of cash flow modelling provide help to determine the place your present financial state of affairs is taking you, then you’ll be able to determine if that is the place you need to be? Nonetheless extra importantly if this isn’t what you have got envisaged then we might help plan another route.


Office 91

Derwentside Business Centre



County Durham


  • Financial Advisers
  • Financial Planning
  • FCA regulated
  • Investment Advice
  • Tax Planning & Mitigation
  • Inhertiance Tax Mitigation
  • Financial Consultants
  • Financial Services
  • Independent Financial Advisers
  • Pensions
  • Long Term Care
  • Asset Protection
  • Retirement Planning
  • mortgages
  • mortgage advice
  • tax planning
  • life insurance
  • investments
  • equity release
  • buy to let mortgages
Office hours
Monday09:00 - 17:00
Tuesday09:00 - 17:00
Wednesday09:00 - 17:00
Thursday09:00 - 17:00
Friday09:00 - 17:00
Our Location