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Financial wellbeing
for everyone

A personal financial plan that you can trust

Your money is important. It plays a key part in how you live your life, now and in the future. Your Lifetime Coach will deliver a plan that suits your needs. Watch the video to see what a personal financial plan can do for you.

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Looking to support your employees' financial wellbeing?

Our wellbeing programme can help your staff to be fully aware of their money options and to feel happier, less stressed and more confident.

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Gary Brownhill

Financial Planning, Pensions/Retirement Planning

I am very comfortable with the advice and answers provided to my points and questions raised, alongside a positive and informative relationship. Our decision to transfer our pension planning and resources to Lifetime was one of the most beneficial and rewarding decisions my wife and I have made. It was, and still is, very much suited to our circumstances and after we were challenged by Lifetime about our reasoning to make the decision we felt very comfortable we had made the correct decision.

Denise and Brian

"It gave us the reassurance that we could have an early retirement, that we were definitely going to be okay. It was important that we had that back-up and had someone who could speak in layman's terms, and explain things so easily."

Emma Womersley

Mortgages

“I cannot speak highly enough of the level of mortgage service I have received. The Lifetime team have always been perfect, professional, personable and compassionate.

Ian McMillan

Financial Planning, Pensions/Retirement Planning

For many years Lifetime have looked after my financial affairs; I feel completely safe in their hands.

Jo Waters

Financial Planning

I’ve been with Lifetime for more years than I can remember. Always been satisfied with the quality of their advice and found them to be responsive and helpful on a range of queries.

Richard & Mandy

"We wanted to change the way we lived our lives. We wanted our money to work for us, to help us achieve our dreams and ambitions. We needed financial advice but had no experience of a financial planner." - Richard and Mandy Walker

Toby Foulds

Pensions/Retirement Planning

A pleasure from start to finish working with the Lifetime mortgage adviser, who was there every step of the way. Just utterly brilliant!

Kevin and Stella

Just imagine being offered a way of fully understanding your pension, wider retirement planning, or other aspects of your financial affairs, so that you could be confident that you will have enough money. Just like Kevin and Stella....

Haydn Barratt

Financial Planning

The advice and financial management that is offered everyone at Lifetime is always of the highest quality, timely and easily understood. They have always delivered surety and confidence and the results year on year speak for themselves.

Colin Wilson

Financial Planning

Working with Lifetime is like having a breath of fresh air compared to other financial advisers I have worked with. Their approach is very different, focused highly on my current situation and very responsive to rapidly changing situations.

Sarah Winton

Financial Planning

I have been with Lifetime now for over 10 years. My Lifetime adviser has helped me and my family make the best possible decisions regarding investments and pensions, which all performed far better than I expected and certainly better than if I had tried to do things myself. For good, common sense advice and a service you can trust I can definitely recommend Lifetime.

Tom Banham

Corporate Partners

CEO Hoyland Common Academy Trust.  Rarely does anyone understand how their employer-provided benefits dovetail with their private provision, whether this is their pension, life insurance or any other benefit. Lifetime help our staff understand, and appreciate, how important their non-salary benefits are, and enable them to make more informed financial decisions in the future.

Carol Ducker

Financial Planning, Pensions/Retirement Planning

I was looking to retire early and had a lot of concerns about how I would plan for the future. Lifetime were extremely patient with me and never made me feel like they were pushing me; they made sure that I understood and was comfortable with the options they put forward.

THRIVE HR UK

Corporate Partners

Financial forecasting for the future can allay worries and bolster wellbeing. I recommend Lifetime for providing employees with a financial planning service. They offer an excellent service with an individual personal forecast.

Julie Steele

Financial Planning, Pensions/Retirement Planning

My retirement was looming and I spent many hours online trying to make sense of the huge amount of information available regarding pensions. The more I read the more confused I became, until I met up with a former work colleague. She had taken advice from Lifetime. I rang them and never looked back.

Carol Cole

Financial Planning, Pensions/Retirement Planning

The daunting task of navigating my financial future was easily overcome by the friendly, professional service I received, and I continue to be reassured by the level of transparency, regular reviews and range of online tools on offer. I feel confident and in total control of my financial wellbeing with Lifetime’s ongoing support.

 

Gordon Haywood

Financial Planning

During the difficult Covid-19 times Lifetime’s digital platform and zoom meetings proved indispensable. I would highly recommend Lifetime to anyone wanting a professional service and sensible pension advice.

Carleen Houbart

Financial Planning, Pensions/Retirement Planning

Lifetime’s new digital service offered a free review which allowed us to understand what we already had. The whole process has been really easy and has provided the peace of mind and reassurance that we can achieve the retirement we want.