How we can help

 At Lifetime we wear three distinct hats.

A discovery hat, a planning hat and an advice hat . . .

 Discovery

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The first time we meet, as in any relationship, it is vital that we get to know each other. This is not about money – it’s about you!

 

Planning

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We will work with you to put together a financial plan that will tell you the truth about your ability to achieve your hopes and dreams, as well as what you need to do to achieve them.

 

Advice

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If there is financial advice to give at the end of the planning process, we will recommend a strategy that will help you achieve the life you want to live.

Please have a look at Lifetime’s animated video, based around the ‘Big Questions’ we all have to strive and answer, in order to live the life we want to live. A proper financial plan – a life plan – is something that we all should look to put in place.