Lifelong Financial Planning: The Best of Both Worlds
In today’s economic environment we know that clients have the freedom of choice to chose financial advisers, products and services and they quite rightly expect the best.
There are thousands of Financial Advisers in the UK, hundreds in the North East, and yet we are confident that Lifelong offers not only access to great financials products but also something special. We have long, established relationships with all of our clients and we know them, their families and their needs and priorities. It’s our business to spend time with you so that we build a trusting, open and honest relationship.
At Lifelong we embrace cutting edge technology, whilst maintaining a quiet respect for traditional values. We know our clients want an adviser who is accessible, a real person you can talk to and sit down with to discuss your financial affairs. But we also know that our clients want a slick, transparent, smart system which allows them to access their policies and value their assets, in real time, at any time.
The technology we use empowers us as advisers and protects you as clients. It allows you to view all your policy documentation online, all neatly stored in a secure electronic filing cabinet, at any time which is convenient to you and it will always be up-to-date.