Lifeplan Financial Management - Consett

Address: Office 87, Lifeplan Financial Management, Derwentside Business Centre Consett Business Park, View Point, Consett DH8 6BN, United Kingdom.
Phone: 1207297100.
Website: lifeplanfm.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Restroom.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Lifeplan Financial Management

Lifeplan Financial Management Office 87, Lifeplan Financial Management, Derwentside Business Centre Consett Business Park, View Point, Consett DH8 6BN, United Kingdom

☎️1207297100

⏰ Open Hours of Lifeplan Financial Management

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: 9 am–5 pm
Sunday: Closed

Lifeplan Financial Management: Your Trusted Financial Planner in Consett

Lifeplan Financial Management, located at Office 87, Derwentside Business Centre, Consett Business Park, View Point, Consett DH8 6BN, United Kingdom, is a reputable financial planning company that has been serving clients for many years. With a strong focus on providing personalized financial solutions, Lifeplan Financial Management has built a solid reputation for excellence in the industry.

Specialties: Financial planner

Located in Consett, Lifeplan Financial Management offers a wide range of financial planning services to help individuals and businesses achieve their financial goals. Their team of experienced professionals works closely with clients to understand their unique needs and develop tailored strategies to meet their objectives.

Key Features and Services:

Comprehensive financial planning services
Risk assessment and management
Investment planning
Retirement planning
Saving and budgeting advice

In addition to their professional services, Lifeplan Financial Management is committed to providing a welcoming and accessible environment for all clients. The facility offers wheelchair-accessible parking and restrooms, ensuring that everyone can access their services comfortably.

Testimonials and Reviews:

Lifeplan Financial Management has received positive feedback from clients who appreciate the personalized attention and expertise provided by their team. With an impressive average rating of 5/5 based on 5 reviews on Google My Business, the company has demonstrated its commitment to client satisfaction.

To learn more about Lifeplan Financial Management and their services, visit their website at lifeplanfm.co.uk or contact them directly at 1207297100.

Contact Information:

Lifeplan Financial Management

Office 87, Derwentside Business Centre

Consett Business Park, View Point

Consett, DH8 6BN, United Kingdom

Phone: 1207297100

Website: lifeplanfm.co.uk

👍 Reviews of Lifeplan Financial Management

Rachael R.

5/5

Kate has provided help on a few occasions with my remortgaging and I could not recommend anyone more highly.

The service and advise is clear and well explained and I never am left to feel confused with anything as is often the case with finances!

Once a product is selected regular updates are provided via Kate and Abigail from the office right the way through to completion.

For anyone with any doubts on finances who needs some impartial guidance as to who with and which route to take them this is the company to use.

I have never felt any pressure into making decisions and always felt very comfortable in making the choices I have as products have been well explained.

Irene H.

5/5

Having used the services of Lifeplan Financial Management for around 13 years for mortgages and financial investment, I cannot recommend them highly enough. Kate boon is our contact and without exception her service and advice has been faultless. The atmosphere within the Office is professional but relaxed and certainly not a "Hard Sell" environment. Kate is extremely knowledgeable and works very hard to keep up to date and ahead of what is happening in the financial marketplace. Having been approached on a regular basis by many other fincancial companies offering a similar service, I would not consider going anywhere else.

John R.

5/5

I have used Lifeplan to manage my pension and other investments for many years. I get a personal service, geared to my specific needs and everything is explained in a language I understand. Nothing seems to be too much trouble for Gary , Kate or Abigail. Over the years they have managed my affairs returning significant growth over and above the average for the industry. Most of all I trust them implicitly and would have no hesitation in recommending them.

David J.

5/5

We have been clients of Lifeplan for 18 months . Kate and Gary are friendly, professional and very knowledgeable. We would highly recommend their service.

Tom P.

5/5

Excellent service from the team. Always there to answer any questions. Highly recommended.