Lifeplan Financial Management

  • Trustfeed ratings Icon
  • Trustfeed ratings Icon
  • Trustfeed ratings Icon
  • Trustfeed ratings Icon
  • Trustfeed ratings Icon

Consett, United Kingdom

lifeplanfm.co.uk
Financial planner

Lifeplan Financial Management Reviews | Rating 5 out of 5 stars (5 reviews)

Lifeplan Financial Management is located in Consett, United Kingdom on Office 91 View Point. Lifeplan Financial Management is rated 5 out of 5 in the category financial planner in United Kingdom.

Address

Office 91 View Point

Phone

+44 1207297100

Open hours

...
Write review Claim Profile

R

Rachael Robinson

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.

J

John Rayner

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.

I

Irene Holdsworth

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.

D

David Johnson

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

T

Tom Parkin

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