Lifetime puts clients at the centre of our services, rather than their money.

This might sound unusual for a financial management company. However, as Financial Planners we are committed to helping our clients live the life they want both now and in the future. This is the most important part of our business.

Gaining a clear understanding of our client’s needs and aspirations requires us to get to know them as people and discover what’s important to them, rather than what’s important to us.

We have all the tools to give effective, fee-based advice to our clients, including specialist advisers in all aspects of finance. Most importantly, that advice enhances our clients’ ability to achieve their life plans and, if required, helps clients live the life they want. The only way to make sure of this is to understand what that life looks like for each individual client.

Our starting point is your story – not ours!

Please have a look at our ‘Big Questions’ video:

  • In order to ensure that both we and our clients are properly equipped to meet the demands of the latest EU personal data regulation (GDPR), we have integrated these demands into our Privacy Policy, which can be viewed by clicking on the link below:

Privacy Policy