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STAYING ONE STEP AHEAD
WE CONNECT BUSINESSES WITH THE SERVICES THEY NEED, WHEN THEY NEED THEM, TO MAINTAIN THE HIGHEST STANDARDS OF CUSTOMER CARE, AND MAXIMISE BUSINESS GROWTH.
No-where else will you find the support to grow your mortgage, wealth and protection business whilst being supported by market leading technology and an in-house solicitors’ team.
By providing a platform of shared services, Lifetime Connect takes away the time-consuming processes of ongoing client updates, marketing, and general client services, freeing advisers to do what they do best – delivering effective financial advice.
BECOMING PART OF LIFETIME CONNECT
When you join Lifetime Connect, you’re not simply a client, you’re part of the family. With over 20 brands from all over the UK already part of group, you’ll have access to a wealth of knowledge and resources.
In an increasingly complex, and at times volatile sector, it is vital that financial professionals keep ahead of all the new regulations, challenges and technology that could potentially affect your business. Failure to do so could lead to missed opportunities and falling income for your advisers who are too busy with paperwork to prospect and too distracted to service their clients.
By taking out the heavy lifting of your day to day operations, we allow your business to focus on what it does best, give great advice. This not only frees up more time for your team, it also allows you to reduce your operating costs.
MARKETING - CONNECT STUDIOS
We make marketing straight forward by giving you access to a comprehensive range of materials and services on our Connect Studios website.
ACCOUNTS & PAYMENTS
Accounting can be a huge drain on any businesses time and resources. We make it easy by managing this for you.
HR & BUSINESS STANDARDS
We provide you with invaluable support, which can be very time consuming for a management team focused on maximising production.
TRAINING & ACADEMY
The Lifetime Connect Academy seeks to support new recruits and invest in the training and development of existing advisers
We have our own in-house training team dedicated to developing the necessary skills of your team to help them thrive in an ever-changing marketplace.
Lifetime Assure is our Directly Authorised protection business set up to ensure that no adviser or client ever miss out on a product that would value them
Lifetime Solicitors are there to work together with you and your clients to deliver bespoke and straightforward legal advice.
Our fully integrated fact-find, mortgage sourcing and protection sourcing system improves accuracy, speed and, ultimately, the client adviser journey.
From training to paraplanning, Lifetime Connect has all to tools you need to grow the Wealth side of your business.
Lifetime Connect is supported by 360 Lifecycle. Built by intermediaries for intermediaries, its supports you and your business throughout the client journey
The portal enables safe, secure communication and transports documentation from the client directly to your adviser or business
Whether a mortgage client seeking investment advice, or a wealth client seeking asset protection, Lifetime Connect is well placed to support you and your clients