About Us

At Lifelong Financial, we pride ourselves on our levels of service. With several years of experience in the financial services sector, our advisors are able to provide a comprehensive service to all our clients. Whether you are looking for advice in a specific area such as mortgages or investments, or a full financial review, we are in an excellent position to help you.

All of our services include face to face meetings at a time and place which suits you. After an initial meeting to discuss your current situation, we will analyse your circumstances, needs and aspirations and research the whole marketplace to find the best solution for you. Once this research is complete, you will be provided with a Personal Financial Report confirming the recommendations made.

Throughout your time with us, you will have direct contact with one of our financial advisers. With regular review meetings to analyse the performance of your investments and changes in your situation, you will soon become familiar with the members of our team. Outside of these meetings, all our advisers can be contacted by telephone, post or email and they are always willing to schedule further meetings to discuss your financial situation.

Although we are primarily based in the North of England, we have clients across England from Kent to the Scottish Borders. We believe this speaks for itself in showing the quality of our work and personal approach to our clients. As independent financial advisers, we work for you and as such, strive to maximise the potential of your assets.