Unit 91
Consett Business Park
Consett
DH8 6BN
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.
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.
• We are Financial Planners. We believe in proper financial planning, driven purely by your goals.
• We are independent. Being independent, we only ever recommend the financial solutions that will best allow you to achieve your goals.
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.
An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.