The Lifetime Group are experts in financial advice. Our philosophy is to put our clients at the heart of everything we do. We work with you to support your aspirations, whether that be supporting your organisational strategy, or working with individuals to reduce debt, protect your lifestyle, and increase your wealth. 

For organisations our Lifetime Wealth business can provide advice on business and succession planning, including key person insurance and group pensions. From our 360 DotNet business we can also supply the technology to run your financial business efficiently and effectively. In particular our 360 Lifecycle software can provide significant savings on the cost of running your financial business, generate invaluable extra hours into your working day and ultimately deliver increased sales. 

For individuals, our financial advisers in Lifetime Wealth Management can provide you with personalised advice based on your situation today, and your aspirations for the future. We can support you with your mortgage, personal protection, investments, and planning for your retirement. No matter how simple or complex your requirements are, you can be sure of professional and qualified advice from our team of Financial Planners.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

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

Lifetime Wealth Management Ltd. Registered in England and Wales under no. 4631136.

www.lifetime.co.uk

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 31/08/2023

Banking

Investment Management

Lifetime Wealth Management Ltd

Lifetime Wealth Management Ltd's headquarters in St. Albans, United Kingdom

Paul Merrigan

Lyndsay Rowland

Laura Whitby

Jim Austin

This department specializes in advising clients on mortgage and protection options to meet their financial needs.

Mortgage Services

This department provides guidance and planning to clients on financial matters, including investments and pensions.

Financial Advisory Services

This department provides financial guidance and advisory services to clients.

Financial Services

This department focuses on assisting customers with their inquiries and ensuring satisfaction with products or services.

Customer Support

This department oversees the overall strategic direction and leadership of the organization.

Lifetime Wealth Management Ltd

Org chart

Teams

Mortgage Services

Financial Advisory Services

Financial Services

Customer Support

Executive Management

Offices

Lifetime Wealth Management Ltd

Org chart

Teams

Mortgage Services

Financial Advisory Services

Financial Services

Customer Support

Executive Management

Offices

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