There has never been a more important time to have a plan for both now and in the future, to know exactly what your money can and can’t do for you.
Being in control of your finances, knowing what your future holds and having the financial freedom to make choices that allow you to enjoy your life.
Start your journey today.
Whatever you need,
Lifetime can help
It all starts with a plan
A quick three-step process is all that stands in the way of your financial future.
Our responsibility is to guide you through your financial journey. What that ultimately means is that you have a financial plan which accurately reflects your current situation, and incorporates your goals and ambitions for the future.
Your plan is in the form of a bespoke video, put together by your personal Lifetime coach highlighting the opportunities and challenges on the road ahead.
The process is an easy one and your coach is available to help answer any questions you may have.
Once you've received your tailor-made video, you will connect with your coach to review the opportunities and challenges the video has highlighted.
Should your plan highlight any area of your finances that needs further exploration - or urgently addressing - then we will arrange for you to meet with one of Lifetime’s financial specialists.
Accessing our specialists couldn't be easier. Meetings are organised screen to screen, with no need to travel or prepare for a visit. Your specialist will want to get to know you and discuss the challenges and opportunities your plan has highlighted. In preparation, they will have fully reviewed your video and following the conversation will be able to build recommendations and advice based on your circumstances.
Why do we start with a plan? A plan ensures that we have a full picture of your current financial situation, aspirations and any concerns that may impact your financial journey.
This allows you to make informed decisions putting you in control of your future.
Your questions answered
We have fully trained coaches that will work with you to create your financial planning video, which will show you where you’re at right now, and where you would like to be. We’ll take anything into account that you tell us, which will help us predict your finances up until your 100th birthday.
Our financial wellbeing service will kickstart your journey to better financial health.
Your Lifetime coach will offer personalised support, and be there for unlimited one to one chats if you need help, guidance or more information.
This individualised approach ensures that you receive tailored guidance and assistance that can help you gain full control of your personal finances, have a plan that you understand and can rely on, and look forward to their future with confidence and clarity.
We do the plan first, before the introduction of a specialist, in order to ensure that you receive the necessary financial education and insight to make confident decisions. And if you want to go further and meet with a Lifetime financial specialist, be it for investments, pension advice, mortgage help etc, then that can be arranged.
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.
Our service can highlight any areas that need addressing, and a Lifetime coach can help you to work out the best solution by connecting you with one of our financial specialists.
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.
Whilst we highly recommend that you have an overall plan before making any financial decisions, we can still arrange for you to meet with one of our specialist advisers, such as a mortgage or pensions expert, if your needs are specific.
A plan is for everyone, regardless of your financial situation. It is not about how much money you have, it’s about being able to live your best life. Having a tailor-made financial plan can boost your happiness, wellbeing and help you achieve your goals and ambitions. Such a plan can help you in the here and now – and also map out your future.
If after receiving your video, you want to go on and address any issues or recommendations arising from your plan, then we can connect you with a Lifetime specialist that suits your needs.