Lifeplan Chartered Financial Planners

Lifeplan is a firm of Chartered Financial Planners providing independent financial advice, specializing in retirement planning. Founded in 2011, the firm focuses on assisting clients with retirement preparation.
  • Mortgage advice
  • Wills and trusts
  • Investment advice
  • Financial planning
  • Retirement planning
Size
Small
Phone
01207 297100
Website
lifeplanfm.co.uk
Email
Available in Endole App
Locations
Office 87, Derwentside Business Centre Consett Business Park, View Point, DH8 6BN
01207297100
Digital Popularity
Popularity over time
Social Media
Company Details
Lifeplan Chartered Financial Planners is operated by Lifeplan Financial Management Limited and is a Active company incorporated on 24 August 2010 with the registered office located in Hexham, Northumberland. Lifeplan Financial Management Limited was registered 15 years ago.
Status
Active
Size
Micro
Directors
1
Age
15 years old
Employees
4
Turnover
Unreported
Total Assets
£150.47K
Cash in Bank
Unreported
Total Liabilities
-£53.37K
Mr Gary Barnes
Director • PSC • Independent Financial Adviser • British • Lives in England • Born in Jan 1971
Mrs Rachael Barnes
PSC • British • Lives in England • Born in Jun 1972
More information on Lifeplan Financial Management Limited
Teams
All
2
Leadership
1
Consulting
1
Gary Barnes
Managing Director • Joined Jan 2011
Kate Boon
Financial Planner • Joined Jan 2011
Gary Barnes
Managing Director • Joined Jan 2011
Kate Boon
Financial Planner • Joined Jan 2011