Financial education and planning for better financial wellbeing

Here at Lifetime, we understand that your financial wellbeing is crucial to your happiness and productivity. That’s why we’re committed to providing you with the tools and resources you need to take control of your financial future.

Our wellbeing benefit

Financial wellbeing for your employees

We offer a comprehensive financial wellbeing package designed to empower your employees and help them thrive.

With access to our educational hub, unlimited one-to-one coaching, and bespoke, confidential financial plans, our team supports your employees in understanding their financial situation, helping them navigate their way to a better financial future.

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Do you have a personal finance query?

If you’re looking for personal financial advice or would like to speak to one of our regulated financial advisers about your existing investments and portfolio, get in touch today.

At Lifetime, we have over 20 years of financial management experience and are a FCA-regulated business. Our team of experienced and friendly advisers are on hand to answer any questions you might have.

Get in touch

Here for every step in your journey

We have a team of experts ready to support you through every step of your financial journey. Whether you’re just starting or looking to enhance your financial strategies, we’re here to help.

Personal finance

Start your finance journey today

Understanding your current financial situation and starting your personal finance journey can feel overwhelming. That’s why we’re here to help simplify the process.

Whether you’re saving for your dream home, planning for retirement, or looking to start investing, our friendly advisers and coaches break down complex topics into clear actionable steps, helping you build a solid financial foundation.

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See what people say about Lifetime

We’re proud to have helped thousands of people across the nation make their money work for them. But don’t just take our word for it. Read the inspiring stories and testimonials from individuals and businesses across the UK.

I don't normally leave reviews, but I am so happy with how smoothly the process was buying my first home, thanks to Scott and the team! I give the 5 star rating as the communication, the honesty and the will to go the extra mile for the customer! The whole process and information provided just made things so easy. I highly recommend this company! Cheers Scott and the Lifetime team!

Ashley Briscoe

Paul Lee, my Lifetime financial advisor, has been an absolute star is guiding me through the process of setting up a drawdown pension prior to my retirement and arranging the monthly pension payments following my actual retirement this month. I have every confidence that Paul is working in my best interests but is always mindful of his responsibilities regarding ethical behaviour and the needs of his own employer. Well done Paul - I look forward to a long and fruitful working relationship with you.

Steve Pollard

We recently used Lifetime as our fixed rate mortgage deal had come to an end and we were looking to switch to a new lender. Our mortgage Advisor, Scott made the whole process an absolute breeze. Communication was fantastic and he was very flexible when arranging meetings. Everything ran smoothly and I cannot fault a thing. Thank you again!

Chelsea Lowther

I felt that I should look into how to seek help in securing my financial position for my remaining years. I am 72. Lifetime have shown me the way to do this. They have given me the confidence to release part of my funds for them to reinvest with a view to keeping up with the rising cost of living. Kristain at Lifetime patiently guided me through the investment procedure and made sure I understood every step. I am looking forward to feeling more relaxed about my future now I have seen the projected figures drawn up by Lifetime’s experts and feel I am in safe hands.

Ann Dearman

Lifetime have offered great customer service and impartial advice to help my family and I plan for the next 5-10 years to meet our financial and life goals. Paul has been very personable and explained products to both my wife and I who have varying degrees of knowledge on the financial products and he has been able to explain clearly to us so we have a full appreciation of the full product set. I feel lifetime have our personal interests at heart and often ask us to keep more cash aside to enjoy life whilst still reaching our goals. Great customer service, both personal and professional and a joy to deal with.

Mark Hield

Our mobile app

Financial wellbeing in your pocket

Building a good financial future takes the right tools. The Lifetime app is full of educational videos, articles, and resources – plus it gives you one-to-one access to your personal Lifetime coach.

Don’t have a phone? Our secure online hub provides access to all the same resources from your web browser.

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