Free CPD-Accredited Financial Wellbeing Course for HR

Build the confidence to support financial wellbeing in your workplace and receive your CPD certificate on completion with our free course.

Here for every step in your journey

We've got over 20 years of financial management experience, and we're an FCA-regulated business, so if you're looking for personal financial advice or would like to speak to one of our advisers about existing investments and portfolio, get in touch with us today.

Financial education and planning for better financial wellbeing

Here at Lifetime, we understand that your financial wellbeing is crucial to your happiness and productivity. That’s why we’re committed to providing you with the tools and resources you need to take control of your financial future.

Our wellbeing benefit

Financial wellbeing for your employees

We offer a comprehensive financial wellbeing package designed to empower your employees and help them thrive.

With access to our educational hub, unlimited one-to-one coaching, and bespoke, confidential financial plans, our team supports your employees in understanding their financial situation, helping them navigate their way to a better financial future.

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Do you have a personal finance query?

If you’re looking for personal financial advice or would like to speak to one of our regulated financial advisers about your existing investments and portfolio, get in touch today.

At Lifetime, we have over 20 years of financial management experience and are a FCA-regulated business. Our team of experienced and friendly advisers are on hand to answer any questions you might have.

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Here for every step in your journey

We have a team of experts ready to support you through every step of your financial journey. Whether you’re just starting or looking to enhance your financial strategies, we’re here to help.

Personal finance

Start your finance journey today

Understanding your current financial situation and starting your personal finance journey can feel overwhelming. That’s why we’re here to help simplify the process.

Whether you’re saving for your dream home, planning for retirement, or looking to start investing, our friendly advisers and coaches break down complex topics into clear actionable steps, helping you build a solid financial foundation.

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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 recently worked with Paul Lee at Lifetime, and I couldn't be happier with the experience. Paul took the time to review my workplace pensions in detail, offering clear, in-depth analysis that genuinely helped me understand my options. His service felt truly personalised, not generic or rushed. Paul is a friendly, approachable, and genuine nice guy. He's always available when needed, returns calls promptly, and arranges meetings at times that suit me - a level of service that's rare these days. He explored multiple retirement pension options with me, explaining the pros and cons in a way that made my decision far easier. I'm extremely happy with the advice and the confidence it's given me moving forward. Highly recommend Paul for anyone looking for professional, thorough, and personable financial guidance.

Mukesh Vadukul

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 used Lifetime as a recommendation and couldn’t have been happier with the service. Scott Kershaw was our broker/adviser, who was prompt, reliable and very informative throughout our transaction. He found us the best deal, checked in with us regularly and made the whole process stress free. I would highly recommend him and we will definitely use him and Lifetime again

Sam Pittam

I transfered my pension savings to lifetime. The service was second to none. Charlie Parker listened to what I wanted from the investments and suggested a number of products which fit the bill perfectly. Charlie was great, very professional and friendly. The processes were very smooth and simple. Couldn't be more different from my previous finance and pension advisor. Highly recommended.

Allan Dale

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

We have just used lifetime for the 2nd time since buying our first home to remortgage and Scott was our adviser, we couldn’t recommend him enough! The whole process has been smooth and quick not to mention he got us a great deal, we will be returning to lifetime again once our fixed rate is finished, thanks again Scott!

Olivia Cawthorn

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

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

Want to say a big thankyou to Curtis Parker at Lifetime. Initially wanted advice on pensions. Curtis took the time to go through all my finances and clearly explain my financial situation. Curtis presented facts, figures and charts. The charts he presented were brilliant and really helped me understand where I'm at. The advice and guidance he gave was really helpful, very clear and easy to understand. Curtis was very patient and understanding. I would highly recommend Lifetime.

Pete Barrows

I have had a very positive experience with Lifetime. Curtiss, Scott and Sam have been exceptional with the service and advice they have given me. I cannot praise them enough and look forward to an ongoing relationship with this organisation.

Nick Timperley

Our mobile app

Financial wellbeing in your pocket

Building a good financial future takes the right tools. The Lifetime app is full of educational videos, articles, and resources – plus it gives you one-to-one access to your personal Lifetime coach.

Don’t have a phone? Our secure online hub provides access to all the same resources from your web browser.

Find out more

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