Who are we?
We are Lifetime, financial advisers and specialists in pensions, retirement planning, mortgages, estate planning and much more, creating financial plans for everyone.
Our personal financial plans are a bespoke video that we create based on the information you give us. We show you a variety of scenarios so that you can clearly see what options you have, including changing your retirement age, property decisions and accessing your pension.
Our plans are made for everyone and are designed to give you a full picture of your overall financial health and allows you to see areas that might need improvement or guidance on. Once your coach has created your plan using the information you provide, they will be able to refer you to an expert in any of the areas you might need to address.
Is your life full of big questions? We can find the answers.
What does a video entail?
We have fully trained coaches that will work with you to create your financial plan that will show you where you’re at right now, and where you want to be. We’ll take anything into account that you tell us, which will help us predict your finances up until your 100th birthday. A service this in-depth isn’t available without meeting and having your own planner.
What makes this service different?
The Lifetime Coach service starts your journey to better financial health. The coach will guide you through your current circumstances in an informative video and show you the outcomes of various scenarios. By beginning your Lifetime journey, you get to see a plan starting from today, right up to your 100th birthday, meaning you can make informed decisions and we can guide you in the right direction to achieve your goals.
What if the video raises more questions for me?
Sometimes this might happen, but we would never leave you without guidance. Our coaches can refer you to a specialist if we think that is the best route for your circumstances, or direct you to places you can find more information. The personal videos are bespoke to you and your goals.
What if I’m concerned about a specific area of my finances?
Our video service can highlight any areas that need addressing, and can help you to work out the best solution with one of our financial planners. We have specialists in every area that will be able to guide and support you through any questions or concerns you might have, and deliver the necessary advice that suits your needs.
Pension Planning
Speak to a specialist about all of your options to have the retirement of your dreams
Estate Planning
Our estate planners can make sure that you maximise the legacy you leave behind for your family and avoid costly tax bills
Mortgages
With access to over 90 lenders, we can give you a range of options when it comes to your mortgage
