Lifelong Financial Planning
Bespoke, unbiased, friendly financial advice and financial services for clients throughout Northumberland and the northeast of England.
Who We Are
Lifelong Financial Planning provide bespoke, unbiased, friendly financial advice and financial services for clients throughout Northumberland and the northeast of England.
Our services include: investments, retirement planning, mortgage advice and arrangement, and protection. With over 30 years experience of helping clients, we know that whether you’re taking your first step on your financial journey or wish to enjoy the fruits of your labour, we can help you to make the right financial decisions.
For more information or to book an appointment contact info@lifelongfp.co.uk
Why We’re Different
We’re are a close-knit team of financial professionals who have built up an excellent reputation, we care passionately about our clients and we work exceptionally well together – we consider ourselves to be a works family.
With over 30 years experience of financial advice and planning we are confident that we offer not only access to great financial products but also something special. It’s our business to spend time with you so that we build a trusting, open and honest relationship. As a part of our commitment to full transparency, you can download our privacy and disclosure documents here.
Find out more about our ethos and meet the team or contact Lifelong Financial Planning to discuss your requirements.
Our Services
Wherever you are on your financial journey, Lifelong Financial Planning offer a range of financial services designed to help you achieve your financial goals.
Investments
It’s important to make the most of the assets you have and ensure they are working in the best possible way for you.
At Lifelong Financial Planning we provide bespoke investment advice
Retirement Planning
Pensions come in many guises but most of the information is confusing. At Lifelong Financial Planning our approach to financial planning ensures that you’ll enjoy the fruits of your labours.
Find out more about our retirement & wealth planning service
Mortgages
Buying a house is likely to be one of the largest, most expensive purchases you ever make. That’s why at Lifelong Financial Planning we make sure you get the right mortgage at the right rate that’s just right for you.
Protection
We insure our cars, pets, houses, phones, boilers & jewellery, all the things that are most valuable to us, so obviously we insure the futures of the people we love? Let Lifelong Financial Planning help you to secure the future of your loved ones.
Contact Lifelong Financial Planning
For information on our services, to book a no obligation appointment or to speak to one of our advisors, please contact us by telephone on 01670 789 222, or by email at info@lifelongfp.co.uk and we will respond to your enquiry as soon as possible.
The information you give us is always private and confidential, you are under no obligation to work with us and our transparent pricing structure means that there are no hidden fees.