History

Experienced in providing lifetime advice

Lifetime Financial Management Limited was formed in 1998 with the aim of providing joined up financial advice for our clients no matter what stage of life they are at. It has always been our intention to be there for our clients not just for a fleeting moment but for the long-term. So much has happened since the business was started, we have had two regulators, three rounds of regulatory change, a credit crunch and a recession.

Throughout this period our business has thrived and grown whilst we have maintained our ability to deliver joined up financial advice in a manner that best suits our clients.

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1998

Lifetime Financial Management founded. Lifetime’s initial business plan branded “too ambitious”.

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1999

Named Legal & General’s Top Business Partner. All targets hit!

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2000

Lifetime start the new millennium as Legal & General’s top business partner.

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2001

Move to new Head Office in St Albans.

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2002

Open new regional office in Leicester.

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2003

Begin development of 360 Client Management System.

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2004

Mortgage regulation implemented.

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2005

360 Lifecycle begins.

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2006

Lifetime Independent attain directly authorised status.

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2007

Curchods join the Group.

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2008

Lifetime Wealth join Quilter Financial Planning. Derngate Wealth join the Group.

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2009

Lifetime Wealth named No.1 business in Quilter Financial Planning.

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2010

Lifetime Wealth retain Quilter Financial Planing No.1 spot.

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2011

Ufuk Ozturk invests in the Group. My Finance Centre begins.

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2012

Bright Advice join the Group.

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2013

Joint venture with Trinity Lifetime Partners.

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2014

Open Manchester Academy, Lifetime Rewards. Joint venture with MAB Wealth. Record production year.

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2015

Old Mutual take a minority stake in 360 Dotnet. Another record production year.

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2016

Lifetime launch Action centre and on-line fact-find supporting the sales process.

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2017

One Stop Financial become the latest business partners to join the Lifetime Group and Milton Keynes based intermediary Scottsdale Moneywise are acquired

T: 01727 848412
E: info@lifetime.co.uk

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