Wealth Services

Services

In addition to the Mortgage and Protection services Lifetime may refer you to our sister company Lifetime Wealth Management Ltd who can offer advice on the following:

Retirement Planning
Inheritance Tax Planning
Long Term Care
Savings and Investments
Private Medical Insurance
Commercial

If you would be intrested in a full financial review then please speak with your Lifetime adviser and ask them to recommend a qualified financial planner or alternatively call Lifetime Wealth Management Ltd on 0845 371 4422.

Lifetime Wealth Management Ltd is an appointed representative of Intrinsic Financial Planning Ltd and Intrinsic Mortgage Planning Ltd, which are authorised and regulated by the Financial Services Authority.

Enquiry Box

If would like to send an enquiry please use the form below. All fields are required.

Name:

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Phone:

Time to call: (if applicable)

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WARNING: YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

There may be a fee for our service. This will be no more than 1.5% of the loan. The precise amount will depend on your circumstances but we estimate this will be £149.

We do not charge fees for arranging protection policies. Our Fee Waiver agreement will apply. This will be explained at the outset of our advice process.

Lifetime is a trading name of Lifetime Financial Management Ltd which is authorised and regulated by the Financial Services Authority for advising on and arranging mortgages and insurance. Our registered number is 448415.

Lifetime Financial Management Ltd, registered in England and Wales, registered Number 3652194. Registered address: 1st Floor, City Gate, 17 Victoria Street, St Albans, Herts, AL1 3JJ. Director: Paul Merrigan.