Lifetime Connect

We provide a range of customised services to mortgage, protection and wealth management advice businesses, helping them to create value through sustainable growth and the adoption of first-class technology.

Business Development

We support businesses to maximise productivity by collaboratively reviewing
and improving their advice journeys.

Learning & Development

We conduct comprehensive introduction programs to support businesses'
integration with new talent competently and efficiently.

Keeping Your Business Compliant

We help businesses maintain high-quality standards by proactively understanding their way of working whilst offering tailored support to promote a culture of ‘right first time’.

Market-Leading Technology

We are proud to provide businesses with market-leading technology to help improve productivity and accuracy.

Lifetime Connect

We provide a range of customised services to mortgage, protection and wealth management advice businesses, helping them to create value through sustainable growth and the adoption of first-class technology.

Business Development

We support businesses to maximise productivity by collaboratively reviewing
and improving their advice journeys.

Learning & Development

We conduct comprehensive introduction programs to support businesses'
integration with new talent competently and efficiently.

Keeping Your Business Compliant

We help businesses maintain high-quality standards by proactively understanding their way of working whilst offering tailored support to promote a culture of ‘right first time’.

Market-Leading Technology

We are proud to provide businesses with market-leading technology to help improve productivity and accuracy.

More About Us

Why Lifetime Connect?

Why Lifetime Connect?

We recognise that businesses wanting to achieve growth need support beyond the typical Network offering. We provide a range of services, underpinned by market-leading technology, tailored to your requirements to help you achieve this.

Our Ethos

Our Ethos

We believe that true financial advice addresses the complete financial well-being of a client and incorporates a joined-up approach across all product types, to reduce mortgage debt and increase their wealth, whilst protecting their assets and families for generations to come.

Our Promise

Our Promise

We promise to reduce the heavy lifting from advice firms day-to-day operations, allowing your business to focus on what it does best, give great advice! This not only frees up more time for your team but also allows you to reduce costs and focus on growth and creating value.

What We Do

We support our member firms, from incorporation to exit, to create value through the delivery of productivity enhancing services. Through this collaborative relationship our member advice firms are optimally placed to move away from the typical siloed approach and provide their clients with a complete advice proposition encompassing mortgages, protection and wealth management.

This fresh approach is underpinned by a data driven culture, utilising our best-in-class CRM (360 Lifecycle), leading to better outcomes for our member advice firms, their employees and their clients.

Contact Us

Our member firms are responsible for

£0.1bn+

of mortgage completions per year

Our member firms are responsible for

£0bn+

of AUM

Our Services

Lifetime Connect’s member firms have access to a range of tailored services including: Business Development, Learning and Development, HR Support, Compliance Support, Marketing, Technology Support, Payment Services, Corporate Governance, Conveyancing Services and Paraplanning Services.

Learn more
★★★★★
Lifetime have helped us deliver a better client experience, while also making our day to ...
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Marcus Rolle
One Stop Finance
★★★★★
Lifetime have helped us deliver a better client experience, while also making our day to day operations slicker and more efficient
Marcus Rolle
One Stop Finance
★★★★★
For the first time since starting the business both Vanessa and I felt that what ...
Read More
Anelia Andreeva
Blackstone Financial
★★★★★
For the first time since starting the business both Vanessa and I felt that what we would like to achieve, as regards streamlining our processes and making the business slicker, can actually be achieved. Moreover, that we can really do not just that but so much more.
Anelia Andreeva
Blackstone Financial
★★★★★
I partnered Credius with Lifetime Connect 5 years ago for two primary reasons: software and business ...
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Owrang Rahmani
Credius
★★★★★
I partnered Credius with Lifetime Connect 5 years ago for two primary reasons: software and business development support. The 360DotNet software solution is at once CRM, client servicing, compliance management and practice management tool built specifically with Financial Planners in mind by a practising FS firm. In LC, I have a management team that bring years of successful experience in Operations, Sales and Servicing to the table in supporting me to tweak, enhance and grow my business.
Owrang Rahmani
Credius
★★★★★
Lifetime Connect is working with like-minded businesses, in a culture of collaboration, achieving outstanding outcomes
Jim Austin
LWM
★★★★★
Lifetime Connect is working with like-minded businesses, in a culture of collaboration, achieving outstanding outcomes
Jim Austin
LWM
★★★★★
The support, advice and guidance we have received from Lifetime Connect to grow our
Read More
Rebekah Hardacre
Lifetime Wealth Management
★★★★★
The support, advice and guidance we have received from Lifetime Connect to grow our business has been second to none, it’s the complete package we needed! From 360, IT, new and existing staff training, compliance support to HR the Lifetime Connect team have been incredible.
Rebekah Hardacre
Lifetime Wealth Management
★★★★★
We joined Lifetime Connect to team up with a larger fish in the Network pond
Read More
Marcus AJ Rolle
One Stop Finance
★★★★★
We joined Lifetime Connect to team up with a larger fish in the Network pond and to benefit from their team and their access to the 360 CRM system. Over time this has developed… with a new team of dynamic personalities being recruited to develop the relationship with Quilter and the outside Market. One of those personalities, Andrew Perryman, has worked closely with us to help develop our proposition and help to focus some of our goals as we develop our business.
Marcus AJ Rolle
One Stop Finance
★★★★★
Our relationship with Lifetime allows us to collaborate with individual ’s across the whole group
Read More
Daniel Yazdani
Hays Financial Group
★★★★★
Our relationship with Lifetime allows us to collaborate with individual’s across the whole group in order to boost our own service proposition to clients. We benefit from having an easy to use, detailed CRM system in 360 advisor/office that allows us to store data on our clients and access reports / campaigns that enable us to be in regular communication with our clients. Furthermore, we receive live and up to date information across sourcing mortgage lenders and insurance providers in order to compose the most accurate option’s for our clients. We can utilise the ability to train and develop staff with the facilities offer by Nikki Gillatt and the team, from online webinars to face to face courses. Lastly, we now have the support of Kingfisher to aid our HR proposition, in order to offer further support in that field if we choose to need it.
Daniel Yazdani
Hays Financial Group
★★★★★
We have been part of the Lifetime Connect Group for over 15 years and it's been ...
Read More
Christopher Pain
Curchods
★★★★★
We have been part of the Lifetime Connect Group for over 15 years and it's been a pleasure to work with like-minded professionals who share our ethos of putting the client first in both advice and service. We continue to enjoy the benefit of the group's enhanced product offerings, the close relationship it has fostered with Quilter Financial Services together with the protection that provides us.
Christopher Pain
Curchods
★★★★★
360 Lifecycle is the slick and powerful client relationship/management system we need, enabling us to ...
Read More
Katie Perryman
Bright Advice
★★★★★
360 Lifecycle is the slick and powerful client relationship/management system we need, enabling us to deliver and maintain our client relationships.
Katie Perryman
Bright Advice
★★★★★
Being part of Lifetime has allowed my business to access new areas of expertise which ...
Read More
Danny Perry
Derngate Wealth
★★★★★
Being part of Lifetime has allowed my business to access new areas of expertise which has extended and improved the offering we make to clients.
Danny Perry
Derngate Wealth

Our Members Firms

Lifetime Connect Ltd is registered in England & Wales under company no. 11418505.
Registered office: 12-14 Upper Marlborough Road, St Albans, Herts, AL1 3UR

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© Lifetime Connect / Designed by Buzz

Lyndsay Rowland

Executive Assistant
lyndsay.rowland@lifetime.co.uk

Meet Lyndsay

Lyndsay began her career in financial Services over twenty years ago and has held a variety of roles in underwriting and supporting leadership and executive teams.

Lyndsay’s hobbies include yoga, HIT and swimming.

Ufuk Ozturk

Non Executive Director
ufuk.ozturk@lifetime.co.uk

Meet Ufuk

Ufuk brings a wealth of international business experience to the role of non-executive Director to the Board of Lifetime Connect. His insights play an important role in shaping the proposition to be compliant, competitive and customer centric.

Away from the office Ufuk is passionate about running his diverse set of business interests, travelling and supporting Fenerbace SK football club.

Chris Last

Chairman
chris.last@lifetime.co.uk

Meet Chris

Chris has over fifty years’ experience in financial services. His extensive career, includes a considerable period at Legal and General having started as a mortgage, protection and wealth adviser, before going on to lead teams of financial advisers at all levels, including running a number of external businesses as Managing Director and CEO, as part of the Group CEO’s top team.

When he retired from executive life in 2013, he continued his passion for corporate governance through NED positions and consulted, both in the UK and abroad as a subject matter expert for one of the top four advisory firms. Chris brings a considerable depth of experience to his role of Chair of Lifetime Connect and plays an instrumental role in promoting the corporate governance framework.

In addition to this, Chris’s other passions are music (he plays piano and has been a Director of a professional Chamber Orchestra), and staying active through sport, particularly golf and skiing.

Andrew Perryman

Head of Strategic Partnerships
andrew.perryman@lifetime.co.uk

Meet Andrew

Andrew has over thirty-five years of experience working within financial services. These include roles within estate agency; Royal Insurance as a mortgage adviser and sales manager; and for the last twenty-three years owning and running his own successful mortgage, protection and financial planning business.

In his role as Head of Mortgages and Protection, Andrew still gets a genuine buzz from seeing advisers reach their potential and he actively uses his extensive knowledge to support both advisers and business principals to operate at their best.

In his spare time, Andrew likes to watch live sport and music and is also known for his culinary skills in the kitchen.

Nicola Gillatt

Head of Learning & Development
nicola.gillatt@lifetime.co.uk

Meet Nicky

Nicky has worked in financial services for over twenty years including roles as a mortgage and protection adviser within estate agency teams; a wealth adviser for an IFA; and in various leadership roles at Legal & General.

As the Head of Learning and Development, Nicky is able to combine her passion for developing people to reach their goals with her deep knowledge of the advice process. Nicky plays an active role in not only running the Learning and Development team but also delivering training programmes herself directly.

Away from the office, Nicky loves caring for her horses.

David Lawson-Shah

Director of Operations & Technology
david.lawson-shah@lifetime.co.uk

Meet David

David has over twenty years of experience working within the financial services sector (including roles with intermediaries and lenders) successfully leading and implementing major FCA regulatory change and digital/IT transformation projects. This includes implementing CRMs, website building and cyber security upgrades. He is also a member of the 360 Dot Net Board.

As the Director of Operations and Technology, David plays an active role in ensuring firms consistently produce ‘good outcomes’ for their clients and have access to market-leading technology solutions.

Away from the office, David’s hobbies include designing and completing DIY projects around the house and Lego projects in his spare time.

Enza Acquisto

Finance Director enza.acquisto@lifetime.co.uk

Meet Enza

Enza is a Chartered Accountant (and member of the Chartered Institute of Taxation) with over thirty years’ experience in the profession, including twenty years in public practice.

Enza brings a vast array of experience to her role as Finance Director of Lifetime Connect and boasts a vast knowledge of the accountancy and taxation sector, having worked with a variety of businesses. Her penchant for attention to detail, ensures firms’ payment services are handled accurately and promptly.

Outside of work, Enza is a keen runner, gardener, and avid baker. She is also a seasoned fundraiser for her two favourite charities, MS Society and Teens Unite.

Paul Merrigan

CEO 
paul.merrigan@lifetime.co.uk

Meet Paul

Paul since starting his financial career working as an adviser for L&G in the eighties, has founded a variety of businesses centered around controlling and optimising all aspects of the financial advice value chain.

He founded Lifetime Connect, to bring his pioneering vision for creating a joined-up advice process across mortgages, protection and wealth management to fruition. Paul has built on this through also founding 360 Dot Net, ensuring this process is underpinned via one (multiple award winning) technology platform.

In his spare time Paul is passionate about cycling, rugby, and his beloved Arsenal football club.

Dom Scott

Managing Director dom.scott@lifetime.co.uk

Meet Dom

Dom brings a wealth of experience into the Managing Director role from over two decades working within the property and financial services sectors. He has built a strong reputation for developing highly productive and engaged teams and plays an active role in shaping all aspects of the Lifetime Connect proposition and culture.

He has won Best Business Leader twice at the British Mortgage Awards, is a board member of AMI and 360 Dot Net and also works as a trustee for Making the Leap, a leading Social Mobility charity.

In his spare time, he likes to stay fit through cycling, running and HIT. He also actively takes time to mentor young people.