Who we are

We are Lifetime, a long established business that is passionate about helping people make the correct financial decisions based on their circumstances and wishes, and giving them the means to review and update as required.

We have vast experience in delivering this innovative financial planning – life planning – to thousands of individuals, couples and businesses.

Whatever stage of life you are at, from starting to save, buying your first property, through to considering your retirement options, we are here to offer a guiding hand. We listen to understand – and make the complicated simple. Integrity, openness and honesty are part of our DNA.

“If it’s not right for the customer, it’s not right for us.”

Our approach to cash flow financial modelling gives us the mechanism to build deep, long-lasting relationships based on trust and transparency, offering customers the freedom, security and confidence to make the right choices.

Whether it is pension and investment planning, protection advice or mortgage guidance that you seek, we are passionate about safeguarding your financial interests.

Our dynamic, digital service offers YOU the opportunity to take control of your finances – and make better informed money choices.

Our secure online portal provides us with the platform to deliver a bespoke financial plan screen-to-screen, with the key personal touch from our committed coaches.

We are endeavouring to bridge the advice gap by providing all generations with easy and secure access to full financial planning, together with a great digital experience.

  • What does the Lifetime brand and our tone of voice stand for? Read about it here.

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