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 goals may be designed or basic methods carried out to resolve the questions that hold you awake in the evening. We construct a plan to speculate, shield, and improve your wealth.

We receive present valuations of your investments, making use of a set of agreed assumptions about funding development, tax charges and with the good thing about cashflow modeling enable you to determine the place your present financial state of affairs is taking you, then you may resolve if that is the place you need to be? Nonetheless extra importantly if this isn’t what you could have envisaged then we will 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