Maximise your financial success

Investing is a journey with potential benefits that unfold over the medium-to-long term, so before you take the plunge, it’s important to have your day-to-day finances in order and be prepared for any finance emergencies that might arise. Our team at Lifetime will help ensure that you’re investing the right amount, at the right risk level, to maximise your financial success.

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Finding the right solution for you

At Lifetime, we understand the importance of professional guidance in navigating the world of investments. Our experienced team is here to find the right solutions tailored to your attitude to risk. We’ll help you ensure that you’re investing the right amount, at the right risk level, to help complement your overall financial goals.

Whether you’re a first-time investor or looking to enhance your investment portfolio, we’re here to provide you with impartial advice and personalised financial planning to help you achieve your goals.

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For your information

Things you should know

Before you get started with investing, it’s important you understand what’s involved. If you’re not sure whether investing is for you, have a chat with one of our team to find out more.

Why should I invest my money?

You may be dissatisfied with traditional methods of saving and we believe that investing can be a way of not only growing what you have but preserving the real value of the money you have worked hard to build up.

Why professional guidance is key

Everyone’s life is different and what investment solution suits one person may not suit another. Professional help and guidance is strongly encouraged when it comes to making decisions on where to invest your money.

Investments should always be seen in the context of an overall financial plan and it bears remembering that the value of investments can fall as well as rise.

Lifetime has a team of experts in this field, including an investment committee who analyse economic trends and ensure clients are invested in the most beneficial areas for them.

Investments to suit you

We base all of our recommendations on detailed discussions we have with you on the suitability of investments, and your attitude to risk.

The term ‘attitude to risk’ is used to describe an investor’s level of risk they are willing to take in order to reach their goal.

A Lifetime financial specialist will explore this at length to ensure you are investing the right amount, at the right risk level, to complement your current circumstances and achieve your aim.

Over the years our business has been developed to ensure we have in place the most advanced support tools that can be applied to help as many people as possible fulfil their financial plans.

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.

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