Financial Advisor Newcastle-upon-Tyne

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Lifetime IFA Mortgages Newcastle-upon-Tyne About Lifetime IFA

Welcome to Lifetime-IFA, serving Newcastle-upon-Tyne. We are independent financial advisors (IFAs) dedicated to giving our clients the very best financial advice possible. When choosing an Independent financial advisor to work with you to help achieve your financial planning goals you need to ensure your IFA can understand your needs’ and objectives and has the knowledge to provide suitable advice.

We advise on all areas of financial advice and are independent, meaning we have access to the whole market and are not restricted.

Some of the fields we advise in are:

Feel free to contact us to arrange an appointment with an IFA or for more information.

Financial Services Why Choose Lifetime IFA

  • We act honestly and with integrity
  • We provide a personal service for you
  • We are qualified with a highly experienced team supporting our advice
  • We are reliable; we do what we say we will do
  • We are open and upfront about our fees; no hidden fees or surprises charges

Investment Advice Newcastle-upon-Tyne Our Services

Mortgage Advice

Mortgage Advice Newcastle-upon-Tyne

Equity Release

Equity Release Newcastle-upon-Tyne

Pension Drawdown

Pension Drawdown Newcastle-upon-Tyne

Pension Advice

Pension Advice Newcastle-upon-Tyne

Investment Advice

Investment Advice Newcastle-upon-Tyne

Inheritance Tax Planning

Inheritance Tax Planning Newcastle-upon-Tyne

Lifetime IFA News Newcastle-upon-Tyne

Newcastle-upon-Tyne Financial Advisor

Receive expert financial advice in Newcastle-upon-Tyne with and independent financial advisor.

Speak to a financial advisor today with Lifetime IFA Newcastle-upon-Tyne.


Financial Advisor Newcastle-upon-Tyne

Seeking professional advice from a financial advisor in Newcastle-upon-Tyne could be the difference between surviving retirement and enjoying retirement.


Pension Advice in Newcastle-upon-Tyne

For independent pension advice in Newcastle-upon-Tyne speak to an IFA at Lifetime IFA Newcastle-upon-Tyne


Independent Financial Adviser Newcastle-upon-Tyne

Independent financial advice in Newcastle-upon-Tyne from an independent financial adviser in Newcastle-upon-Tyne ensures you get the best financial advice for your future.


IFA Newcastle-upon-Tyne

IFA’s or Independent Financial Advisers provide financial advice in Newcastle-upon-Tyne and have access to investment, insurance and mortgage products from the whole market.

To speak to an IFA in Newcastle-upon-Tyne, contact Lifetime IFA today


Looking for Financial Advice in Newcastle-upon-Tyne?

Lifetime IFA provides independent financial advice in Newcastle-upon-Tyne so if you are looking to review your pension or investments speak to an adviser at Lifetime IFA Newcastle-upon-Tyne


Financial Advisor Newcastle-upon-Tyne Providing Independent Financial Advice

For independent financial advice in Newcastle-upon-Tyne speak to one of our financial advisors. Whether it's pension or retirement planning in Newcastle-upon-Tyne, investment advice or inheritance tax planning in Newcastle-upon-Tyne we have access to the whole market and our specialist knowledge means we can help you in Newcastle-upon-Tyne.


Newcastle-upon-Tyne Financial Adviser rated "Excellent"

We are proud to be "Excellent" Newcastle-upon-Tyne financial advisers as rated by Vouched For this month.

For excellent advice in Newcastle-upon-Tyne from an excellent financial adviser in Newcastle-upon-Tyne speak to Lifetime IFA.


Independent Pension Advice in Newcastle-upon-Tyne from an IFA

If you're looking for independent pension advice in Newcastle-upon-Tyne from an independent financial adviser (IFA) in Newcastle-upon-Tyne then give us a call today.


Final Salary Pension Transfers for ex Bank Staff in Newcastle-upon-Tyne

If you were a employee of Lloyds, UBS, Barclays, NatWest, HSBC, RBS, HBOS, COOP, Standard Chartered, Abbey National, Nationwide or Scottish Widows in Newcastle-upon-Tyne we are happy to help transfer your defined benefit, occupational pension or final salary pension if it's in your best interest.


Independent Financial Advice Newcastle-upon-Tyne

Independent financial advice from an independent financial adviser in Newcastle-upon-Tyne


Looking for an IFA in Newcastle-upon-Tyne

If you're looking for an Independent Financial Adviser (IFA) in Newcastle-upon-Tyne then give us a call today!


Pension Advice Newcastle-upon-Tyne

Review your pensions with Lifetime IFA Newcastle-upon-Tyne to make sure they will provide for your retirement


Do you know someone in Newcastle-upon-Tyne looking for an Independent Financial Adviser

If you know someone in Newcastle-upon-Tyne looking for independent financial advice with a regulated adviser in Newcastle-upon-Tyne then you could be rewarded with a referral reward if anyone you introduce becomes a client.

Are you looking for a financial adviser in Newcastle-upon-Tyne yourself? feel free to give us a call and speak with a financial adviser covering Newcastle-upon-Tyne straight away!


Pension Transfer Financial Adviser in Newcastle-upon-Tyne

Lifetime IFA Newcastle-upon-Tyne have partnered with an excellent pension transfer provider so we can help you evaluate whether it is in your best interest to transfer from your current final salary pension or defined benefit pension scheme.

If you are in Newcastle-upon-Tyne and looking for independent financial advice feel free to call us


Financial Adviser Newcastle-upon-Tyne

We will be closed this afternoon for our financial adviser Christmas lunch. Apologies for any inconvenience, if you leave a message a financial adviser for Newcastle-upon-Tyne will respond on Monday.


Inheritance Tax Advice in Newcastle-upon-Tyne with an Independent Financial Advisor

We've had quite a few inheritance tax enquiries recently which has prompted me to post a blog post with the ins and outs of inheritance tax in Newcastle-upon-Tyne. Keep an eye out for the blog, I'll post the address up here shortly. If in the mean time you are looking for inheritance tax advice in Newcastle-upon-Tyne feel free to give us a call.


Pension Drawdown Newcastle-upon-Tyne

Rather than purchase an annuity, you may be able to drawdown accumulated funds in your pension to provide an income that can be tailored to your retirement needs. This is called pension drawdown. The pension freedoms act made this much easier for people in Newcastle-upon-Tyne. If you have questions about drawdown and your pension feel free to speak to one of our Newcastle-upon-Tyne advisors and get a free pension drawdown review.


Free Pension Advice Review in Newcastle-upon-Tyne

No doubt your pension has increased substantially these last 6 months, with many commentators saying the pound has hit its floor, the FTSE 100 is unlikely to continue making such vast gains.

Is your pension plan ready for the future?

Are your retirement plans on track? Will they stay on track?

Speak to our pension advisor in Newcastle-upon-Tyne for a free pension review and get the advice you need.

Lifetime Independent Financial Advice Newcastle-upon-Tyne


Independent Pension Advice Newcastle-upon-Tyne

Some of our most recent clients' that haven't had financial advice for a long time seem to have suffered from really poor investment performance compared to the success of clients' in Newcastle-upon-Tyne who have had their portfolios managed.

It is amazing to see the difference between clients' in Newcastle-upon-Tyne who keep up to date with their financial plans and pension planning through an independent financial adviser and those who haven't.

With significant changes likely to happen to the State pension, no one in Newcastle-upon-Tyne can afford not to take their retirement planning seriously.

If you haven't had your financial plan reviewed recently or think you might benefit from a second opinion then feel free to give Lifetime IFA Newcastle-upon-Tyne a call.


Financial Advisors in Newcastle-upon-Tyne for Contractors and Job Movers

If you have recently changed job, contract or career in Newcastle-upon-Tyne it is really important to review your previous existing pension schemes to see if they are providing a good return for you.

Many clients we speak to in Newcastle-upon-Tyne have old pension schemes that are forgotten about and with some good advice could probably have increased in value a lot more than they have.

For a free initial first meeting call Lifetime IFA Newcastle-upon-Tyne. You will get independent financial advice and a great service.


Independent Financial Advisor Update Newcastle-upon-Tyne

Sustainable Retirement Planning

The subject of retirement planning isn't usually the most riveting, unless of course you are a financial advisor!

By having a sustainable retirement plan, a plan that is sustainable for the client or investor as well as sustainable in terms of assets the fund invests you can quite excited about it. Not only are you contributing to your individual future but you can also be contributing to the future of Newcastle-upon-Tyne and our wider environment.

Ethical investing is much more than most people think it is.

Feel free to give us a call to discuss your own sustainable retirement plan in Newcastle-upon-Tyne with a financial advisor from Lifetime IFA Newcastle-upon-Tyne.


Ethical Investment Advice in Newcastle-upon-Tyne

We had a fantastic meeting at the Quilter Cheviot offices in London yesterday!

The meeting was focused on sustainable, ethical and responsible investing and was really interesting.

If you would like to invest in ethical or sustainable companies and you live in Newcastle-upon-Tyne, give me a call and I will be happy to help.

If you have an aversion to investing in cigarette or alcohol production, weapons companies, animal testing or modern slavery, child exploitation and sweatshops, then ethical investments could well be suitable for you.

Returns and growth can be excellent too.

Lifetime Independent Financial Advice (IFA) Newcastle-upon-Tyne - Advisers that REALLY care in Newcastle-upon-Tyne.


Independent Financial Adviser Newcastle-upon-Tyne Update

Chancellor George Osborne is to cut corporation tax from 20 per cent to less than 15 per cent in an attempt to win back investors’ business confidence following the Brexit vote. This will undoubtedly help businesses in Newcastle-upon-Tyne.

Osborne says Britain must show the world it is “still open for business” and outlined a new five-point plan to build a “super competitive economy” with low business taxes and a global focus, the chancellor told the Financial Times.

He says: “We must focus on the horizon and the journey ahead and make the most of the hand we’ve been dealt.”

The sharp cut in the levy will bring the UK close to the 12.5 per cent corporation tax rate currently applied in Ireland.

Other plans include a new push for investment from China, ensuring support for bank lending, focusing on investments in the Northern powerhouse and maintaining the UK’s fiscal credibility.

Last week, the chancellor abandoned his target of turning the UK’s budget deficit into a surplus by 2020 because of the expected “negative economic shock” for the UK after the referendum result.

Osborne says the UK is facing a “very challenging time” and urged the Bank of England to do whatever it can to avoid “a contraction of credit in the economy”.

The BoE will publish the results of its Financial Policy Committee meeting on Tuesday.

Since the Brexit vote result the FTSE 100 fell from 6338 to 6138 and has now risen to 6522.

If you need advice in Newcastle-upon-Tyne from an independent financial adviser then feel free to contact us at your convenience.


Financial Advisor Budget Review for Newcastle-upon-Tyne

Are your financial plans still on track after Budget 2016?

There are likely to have been a number of key announcements in this Budget that could have a bearing on your current and future financial plans in Newcastle-upon-Tyne.

To review what action you may be required to take to keep your plans on track, please contact us. As Independent Financial Advisers helping clients in Newcastle-upon-Tyne we are sure to be of help.


Financial Advisor Makes Pension Advice in Newcastle-upon-Tyne Simple

Last week the Chief Economist at the Bank of England admitted to not being able to make the remotest sense of pensions.

At Lifetime IFA we are passionate about helping our clients in Newcastle-upon-Tyne understand their financial products. Some products can be complex but they can be understood clearly with a good financial advisor helping.

We make our advice as simple or as complex as each individual client in Newcastle-upon-Tyne wants so feel free to call us today and we'll be happy to help.


Financial Advisor Newcastle-upon-Tyne Update

Have you thought about paying off your Newcastle-upon-Tyne mortgage early?

With mortgage rates at continued lows is it worth overpaying your mortgage? Or is it better to invest?

If you are in Newcastle-upon-Tyne speak with a financial advisor to find out what is best for you.


Pension Advice for Newcastle-upon-Tyne

When was the last time you had your pension reviewed? Or your retirement plan looked at?

If you haven't spent any time with a financial advisor in Newcastle-upon-Tyne in the last 12 months, you really should!

Feel free to give us a call and we can review your pension provision along with your other financial matters.

All first meetings are at our cost and we offer an independent, no obligation service.

Because we offer our services throughout the UK we cannot always guarantee we can see you in Newcastle-upon-Tyne but we can offer our advice to our clients in Newcastle-upon-Tyne via telephone. We will make sure we visit you in Newcastle-upon-Tyne at least once a year to provide a face to face, ongoing service.


Independent Financial Advice in Newcastle-upon-Tyne

The new tax year is a great opportunity to review monthly and annual household budgets in Newcastle-upon-Tyne for savings and investments. With the annual ISA allowance at £15,240 you could save up to £1,270 per month.

For a pro bono consultation feel free to give Lifetime IFA a call on 01803 616 794.

Our independent advice can be conducted via telephone or we can visit with you in Newcastle-upon-Tyne depending on your personal situation.


Pension Advice Newcastle-upon-Tyne

Looking for an expert, flexible approach to managing your retirement wealth in Newcastle-upon-Tyne?

Our retirement planning process is structured for your success. It takes clear goals, a well-executed strategy and the ability to move fast in order to achieve retirement success. This is what we offer our clients in Newcastle-upon-Tyne through our retirement planning process.

To find out more, please contact one of our Newcastle-upon-Tyne advisors.


Inheritance Tax Planning Newcastle-upon-Tyne


After a lifetime of hard work, you want to make sure you protect as much of your wealth as possible and pass it onto the right people. Inheritance Tax planning in Newcastle-upon-Tyne is about more than just tax. It is about making sure the people left behind are financially supported and that your assets are protected. To arrange a consultation in Newcastle-upon-Tyne with one of our advisers, please contact us to discuss your requirements.


Wealth Management Newcastle-upon-Tyne

Looking to mitigate tax, invest more tax-efficiently or preserve your wealth for future generations?

Creating and maintaining the right approach to your wealth preservation in Newcastle-upon-Tyne plays a vital role in securing your financial future. Whether you are looking to mitigate tax, invest more tax-efficiently or preserve your wealth for future generations, we can provide the quality advice for you in Newcastle-upon-Tyne, comprehensive solutions and ongoing service to help you achieve your financial goals.

Feel free to give one of our financial advisors a call on 0800 0149 370