How we help

You'll have some questions...

We’ll meet with you to talk about what’s on your mind, what you need us to do to help you and what the next steps are likely to be. This meeting is at our expense – if you don’t see the value we might add, it will have cost you nothing to find some answers.

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What if you'd like to move forward?

We care about you, not just your money. Our team will work with you to develop your bespoke financial plan each year – or whenever you need us.

You will know the likely benefits and potential costs in the future before we move on to implement suitable a plan together so that you know what you need to do Now, Soon and Later.

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Meet your team

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Michael Hague - B.Ed. CFP™, Chartered FCSI

Financial Planner, Owner/Director

Michael founded Investment for Life and is the creator of the Now, Soon and Later money plan. He has over 30 years’ experience in Financial Planning which means his work is characterised by incisive thinking – getting straight to the heart of the matter. Michael provides training and public speaking on the Financial Planning process and has previously been Money Management’s Financial Planner of the year.

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Joanna Hague - CFP™ Chartered MCSI

Paraplanner

Joanna is our Paraplanner who works alongside Michael to develop client’s Financial Planning. As a Chartered and Certified Financial Planner, Joanna enjoys the technical aspect and analysis that finds solutions for our clients. Joanna is actively involved in the Financial Planning community and works within our professional bodies to develop the profession.

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Judith Hague B.Ed. (Hons), ALCM

Client Services Director

Judith takes pride in overseeing the care of our clients on a daily basis – she specialises in attention to detail and makes our processes run smoothly. Her work includes the organisation of the entire team and she is likely to be the first voice you hear when you call our office. Judith joined Investment for Life after a career in education.

What people say about us

Much more than a highly efficient and professional financial planning services, the team provides practical advice and guidance on every aspect of my family finance
Nothing is ever too much trouble for this team
We have unconditionally recommended their services to many of our family and friends
Investment for Life give me peace of mind that my financial affairs are well looked after by a thorough, vigilant and efficient set of people who are friendly and sympathetic and appear to understand my aims in life

Let's have a chat

Address

Investment for Life
Highfield Farm
Gringley Road
Walkeringham
DN10 4NB

Telephone

01427 891443

Get in touch