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Lifeplan Financial Management - Consett

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

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, Toilet, Appointments recommended.
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

Lifeplan Financial Management es una empresa que brinda servicios de planificación financiera en Consett, Durham, Reino Unido. Està ubicada en Derwentside Business Centre Consett Business Park, View Point, Consett DH8 6BN, y puede ser contactada al teléfono 1207297100 o visitando su sitio web lifeplanfm.co.uk.

La empresa especializada en planificación financiera ofrece servicios personalizados para ayudar a las personas y empresas a alcanzar sus objetivos financieros. Con una experiencia de mÃs de 20 años en el sector, se ha convertido en una de las empresas líderes en la región.

La empresa cuenta con una opción de aparcamiento para vehículos con discapacidad y baños accesibles, lo que la hace accesible para todos. Se recomienda hacer una reserva de citas con anticipación para asegurar un lugar.

Según reseñas en Google My Business, esta empresa tiene una media de opinión de 5/5 estrellas.

Características

  • Planificación financiera personalizada
  • Asesoramiento en inversiones
  • Creación de presupuestos
  • Asistencia en la planificación de retiro

👍 Reviews of Lifeplan Financial Management

Lifeplan Financial Management - Consett
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.

Lifeplan Financial Management - Consett
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.

Lifeplan Financial Management - Consett
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.

Lifeplan Financial Management - Consett
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.

Lifeplan Financial Management - Consett
Tom P.
5/5

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

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