Tel: 01207 297100


See what our clients say about us;

"I'd tried several advisors prior to being introduced to Gary and was not happy with their service. Gary was instrumental in organising our pension information so that we could understand what we were paying in to and why. Sounds easy but we have had 3 previous advisors from some of the largest Banks that could not do this. Since meeting Gary, we have successfully transferred our pension fund and original property in to a new scheme. In addition to this Gary has successfully helped our company purchase a new property through our pension."

Bruce Monaghan, Director

"Gary sorted out my pension by tailoring it to my own specific requirements. Until then it was with large organisations and I really felt out of control with it. He explained technical financial terms well and I felt that he was not happy until he knew I fully understood all aspects of the business. There was no pressure from him and I always felt very confident that he was doing the best he could do on my behalf. He is fully qualified, takes pride in his job and in my opinion is impeccably trustworthy. His staff are also very efficient keeping me advised of all aspects of our business."

Henry John Rayner, County Durham


"Gary listened to what is going on in my life at the present, and to what my plans are going forward into the future. He explained the relationship between risk and reward and after consideration of my attitude to risk, he proposed a plan to best meet my plans for the future. The decision to follow the plan (or not) was left to me. The plan has changed with time but always after discussion between us. Gary searches for value for money, both in product return and service charges,
His service is friendly, timely and efficient."

Frank Edgar, County Durham


"We often hear financial advisers say that ‘we put our clients first’ but it’s only on that very rare occasion that we actually see the evidence to back this up. When I met Gary for the 1st time I saw that his whole and total focus was on his clients, often putting their interests before his own.

Through working together we were able to re-establish a balance that would allow him to thrive as a person and as a business whilst raising the bar for the delivery of the ultimate 5 star client service.

The future for Lifeplan is bright and I am excited to see how the journey develops"

Michelle Hoskin, Founder and Director of Standards International.

"I was looking for financial planning and not just financial advice. Gary explained options in an easily understandable way and offered an alternative way of looking at the impact on different financial models. Initial advice was exactly what I wanted and I am satisfied that the options I have now chosen are based on sound advice. As I have decided to accept his advice and become a longterm client it will be interesting to see if this initial assessment is maintained over the next couple of years as and when I start to take my pension. What myself and my wife wanted was someone whom we felt we could trust with giving impartial advice on our future financial situation, and this we feel we have achieved with Gary."

Colin Stevenson


"I was recently widowed and I wanted to simplify my financial affairs for my children should anything happen to me. Gary was very understanding of my needs and dealt with me patiently and in a simple way. I believe the products he recommended will benefit me."

H Walker


"Redundancy required a re-think of my finances and required future planning. Gary set up an investment portfolio following a detailed discussion including provision of advice that met our needs. I am very pleased with the overall return over the last 6 years balanced against the level of risk we were prepared to take."

Brian Bloggs


"Gary has developed a structured plan to ensure our funds will last in retirement. We are now deciding when to retire or reduce to part time employment."

K Walker

"I contacted Kate to review my pension arrangements with a view to changing my then pension provider. She helped/advised me on what i currently had and helped find something better for my current & future needs. Obviously its to early to say, but Kate clearly explained and showed me on the software she has at her disposal what my pension could be like when it comes to retirement under various scenarios etc."

Richard Coulter


"We made an appointment to discuss the remortgage of properties. Kate understood our requirements and personally sorted the process in a very professional way from the start to a successful conclusion, whilst dealing with all matters no matter how small."

Jim Rooney


"I wanted some advise on mortgages to move home and rent my current property. Kate offered a fantastic service, found me two great mortgage deals and insurances which have saved me time and money so I am very pleased. The deals Kate found me have now been processed and I couldn't be happier."