Lifelong Financial Planning

Christmas jumpers for our day at Newcastle races

We have a office security!

Getting ready for Christmas with Lifelong Financial Planning's first Christmas tree. Expertly done by Emma Duxfield

We would like to offer our congratulations to Derek Carroll who has successfully passed all of his examinations and has just received his CII level 4 diploma in regulated Financial Planning certificate. He has spent hours diligently and persistently studying, much of this in his own time, to achieve this qualification and we are proud to congratulate him upon his efforts. Derek’s progression since joining Lifelong Financial Planning has been fabulous and we look forward to him offering our new and existing clients investment, retirement, mortgage and protection planning in 2019 and for many years to come.

Lovely scenery at the Blagdon Estate.

Thank you very much for the lovely card and congratulations on your new home! 🏠🎉

Congratulations to Beer on his succesful first anniversary with ourselves. Beer has achieved so much in only twelve months, he has passed his R01 (Financial Services, Regulations & Ethics), R05 (Protection), R03 (Personal Taxation) and CeMap (Mortgage adviser) exams. His enthusiastic approach and making sure that the clients are provided with a first class service makes him an outstanding employee. We are very proud to have Beer as part of our growing team within Lifelong and I know he will be is a massive benefit to our business and our clients.

Always nice to be appreciated by our lovely clients, thank you to Dale and your family for the thoughtful gift and kind words. 🏠

More recognition of the service we provide to ensure happy clients, thank you so much and hope everything goes well with the moving and decorating of your new home 🏠🎉
We greatly appreciated your gifts and kind thoughts - Lifelong Financial Planning team

Massive congratulations to our senior mortgage adviser Derek on passing his Pensions and Retirement Planning exam! Great achievement and 100% effort as always. One more exam to go and we will gain another IFA in the house!

Congratulations to our newest recruit Beer Klongklaew on passing his fourth CII exam ‘Investment Principles and Risk’. A fabulous effort meaning he only has three more examinations to complete before he is level 4 qualified. Fantastic progress in less than a year.

Final preparations this week before heading down to London this weekend. A little worried about the heat but looking forward to the challenge. Looking to raise as much money as possible for Motor Neuron Disease Association. Thanks for all the sponsors so far. Colin 🚴‍♂️
https://uk.virginmoneygiving.com/colinWil son14/2…

Another thoughtful card from a happy client.

Another satisfied client showing their appreciation for mortgage advice , makes it all worth while. Thank you ever so much as I know you’re on FB and it was a pleasure helping you again.🍷👍

Spotted a Little mole wandering the grounds at Blagdon Hall on our lunch break.

Good morning!

Fantastic scenery around the estate today.

The beast from the east couldn’t make this place any prettier 👍🏻 take good care on the roads everyone.

This morning Lifelong FP’s friends and family participated in Newbiggin-by-the-Sea Park Run. We’re unstoppable even at the weekend. Photos credit to Park Run.

Fantastic experience from planning to completion of our first ever home purchase. I was recommended to speak to Derek from a family member and couldn't be happier with the services provided. Derek made it so easy for us and saved us a lot of money!!



Very understanding of our needs and fantastic communication, speedy responses with emails, texts and returning calls.



Very grateful for all the help!

Excellent service off a great team! Can't thank them enough for everything they've done for me!

Excellent service by Derek, would totally recommend anyone for financial services.

Excellent service an would recommend them to everyone

Excellent service again and again from a great team

Excellent and ethical service and very thorough. Highly recommended

Excellent advice over the years

Derek from lifelong has just sorted me out my ideal mortgage, when I thought I'd never get one. He's gone above and beyond the call of duty to help and has given me some brilliant advice along the way. I couldn't have asked for a better person to help with things. Top notch service and a cracking bloke.

Fantastic experience from planning to completion of our first ever home purchase. I was recommended to speak to Derek from a family member and couldn't be happier with the services provided. Derek made it so easy for us and saved us a lot of money!!



Very understanding of our needs and fantastic communication, speedy responses with emails, texts and returning calls.



Very grateful for all the help!

Excellent service off a great team! Can't thank them enough for everything they've done for me!

Excellent service by Derek, would totally recommend anyone for financial services.

Excellent service an would recommend them to everyone

Excellent service again and again from a great team

Excellent and ethical service and very thorough. Highly recommended

Excellent advice over the years

Derek from lifelong has just sorted me out my ideal mortgage, when I thought I'd never get one. He's gone above and beyond the call of duty to help and has given me some brilliant advice along the way. I couldn't have asked for a better person to help with things. Top notch service and a cracking bloke.

Fantastic experience from planning to completion of our first ever home purchase. I was recommended to speak to Derek from a family member and couldn't be happier with the services provided. Derek made it so easy for us and saved us a lot of money!!



Very understanding of our needs and fantastic communication, speedy responses with emails, texts and returning calls.



Very grateful for all the help!

Excellent service off a great team! Can't thank them enough for everything they've done for me!

Excellent service by Derek, would totally recommend anyone for financial services.

Excellent service an would recommend them to everyone

Excellent service again and again from a great team

Excellent and ethical service and very thorough. Highly recommended

Excellent advice over the years

Derek from lifelong has just sorted me out my ideal mortgage, when I thought I'd never get one. He's gone above and beyond the call of duty to help and has given me some brilliant advice along the way. I couldn't have asked for a better person to help with things. Top notch service and a cracking bloke.