Investing or savings advice is always seen in the context of your Financial Plan.
Saving for short term needs or investing for the longer term will be determined by what you need to do to live the life you want to live.
We base all of our recommendations on detailed discussions on how much risk you want to take, but also how much risk you need to take with your investments and this can often mean reducing the risks that you are currently taking with existing investments.
Ours is a simple, single-minded, investment philosophy which puts you first.
We are obsessive researchers and our resources include not only the latest technology. but access to the foremost human expertise too. 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 our clients fulfil their financial plans.
The use of our Financial Planning tool ‘Truth’ is a perfect example of this philosophy, as is the inclusion and access to the world of WRAP platforms – a major building block of customer support within our business make-up.
Our customers find that the use of Transact, our WRAP partner of choice, is one of the easiest companies and tools with which they will ever do business. The inclusion within Lifetime of a dedicated function exclusively dealing with this state-of-the-art investment platform in the WRAP platform world ensures that the needs and requirements of our clients are fully and appropriately interpreted, giving Lifetime a unique edge over many other financial services companies.