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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 out or looking to enhance your financial strategies, we’re here to help.
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.
Getting started
It all starts with a plan
Your Lifetime journey begins with a personalised plan created by your Lifetime coach, designed to reflect your current situation and future goals. You’ll receive a bespoke video that highlights key opportunities and challenges, guiding you every step of the way.
Our services
What we offer
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.
Mortgages
Whether you’re buying your first home or moving up the housing ladder, getting a mortgage should be an exciting process. With all the options and variations available, choosing the right mortgage for you can be difficult – which is why we’re here to help.
Investments
We firmly believe people need professional guidance around investing, so that you can be confident in the safety and suitability of your choices. With a team of specialists and certified financial planners, they are on hand to ensure you are on track to achieve your life goals and ambitions for you and your family.
Pensions
It is important to know exactly where you stand when it comes to your retirement, and it is never too late or too early to start planning. We’re here to answer any questions that you may have about your pension and your retirement options and take out any jargon and confusion that comes with it.
Estate Planning
We know that estate planning is about more than just finances – it’s about maximising your legacy and securing a bright future for your loved ones. That’s why our team will help guide your journey to make sure no stone is left unturned.
Savings
Everyone’s financial journey is unique, and saving is no different. Whether you’re saving for the short or long term, your choices should help you achieve the life that you want to live.
Protection
Incorporating financial protection and insurance into your financial plan is a critical step towards protecting yourself, your loved ones, and ensuring the future you’re looking for.
Take a look
Our expert report
Discover the key insights into employee financial wellbeing with our latest Lifetime Employee Survey Report. This comprehensive report captures the voices of UK workers, highlighting their financial concerns, aspirations, and the critical role employers play in supporting their workforce’s financial health.
From the rising importance of financial wellbeing benefits to the impact of the cost-of-living crisis, this report offers invaluable data and actionable recommendations. Don’t miss the chance to understand what truly matters to your employees – download the report now and start making informed decisions that could transform your workplace.
Testimonials
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.