At Lifetime, they understand that as you move through life, your financial priorities change. Planning for retirement, reviewing your pension, managing investments or thinking about how best to protect your family and assets — these decisions matter now more than ever.
That’s why Lifetime’s here to help.
We specialise in providing clear, jargon-free financial advice, education and planning – supporting people to feel confident and in control of their money. Our goal is simple: to take the stress out of complex financial decisions, and to give people the tools they need to make informed choices about their future.
Whether you’re approaching retirement, already retired, or simply want to ensure your finances are working as hard as they can, our team of FCA-regulated advisers are here to guide you every step of the way.
Our support covers a wide range of areas, including:
Pensions – helping you understand your retirement options, consolidate pots, or access your pension tax-efficiently
Investments – building a strategy that works for your goals, your timeline, and your comfort with risk
Insurance and protection – ensuring your family, health and income are protected for peace of mind
Mortgages – whether you’re looking to remortgage, downsize, or explore later-life lending
We don’t believe in one-size-fits-all solutions. Instead, we take the time to get to know you – your situation, your priorities, and your ambitions. From there, we provide tailored advice designed to support your goals now, and in the years to come.
We also offer digital tools like the Lifetime Financial Wellbeing App and Educational Hub, so you can access helpful resources, track your progress and stay in control of your finances – all in one place.
Over the last 23 years, we’re proud to build long-term, trusted relationships with the clients we support. We know that financial wellbeing isn’t just about numbers – it’s about security, confidence, and the freedom to enjoy life on your own terms.
