WHO WE WORK WITH 

Our Clients 

At Lifetime Connect we are committed to working with like-minded, successful businesses that share our ethos of holistic financial planning. Encapsulating the principle of support, we connect businesses to the resource they need, when they need it. Delivering bespoke support through our technology, controls and processes, our aim is to be the most trusted group in our industry.

What Our Clients Say 

“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, Managing Partner, Derngate Wealth

“Lifetime handles the bulk of our accounts and payments meaning we can focus our attention on giving our clients the best advice”

Jamie Butler, Managing Partner, Spinningfields Lifetime Partners

“Lifetime have helped us deliver a better client experience, while also making our day to day operations slicker and more efficient”

Marcus Rolle, Managing Partner, One Stop Finance

“360 Lifecycle is the slick and powerful client relationship/management system we need, enabling us to deliver and maintain our client relationships.”

Andrew Perryman, Managing Partner, Bright Advice

“Lifetime Connect is working with like-minded businesses,in a culture of collaboration, achieving outstanding outcomes”

Paul Merrigan, CEO, Lifetime Connect

Success Stories

From taking away the admin responsibilities of a business, to revamping their sales strategy, Lifetime Connect has had a part in helping our partners achieve great success. The case studies opposite illustrate how we have helped real business challenges of our partners.

More than just a client

When you join Lifetime Connect, you’re more than just a client, you’re a partner. Combining our philosophy of collaboration with the latest technology means that you’ll always be ahead of the curve.

Best practice sharing, referring clients to specialists and regular meetings among business heads are all examples of ways that we want our partners to collaborate. With businesses from all over the UK being part of Lifetime Connect, we have a wealth of knowledge and experience to draw from.

We leave no stone un-turned in the aim to help your business and clients prosper. Operating from a central hub means that we can test and optimise various services, products and campaigns before rolling them out to everyone within Connect.

%

of Lifetime Connect partner clients who completed a recent questionnaire felt that the advice given by their adviser was clear and easy to understand and would refer to a friend

Our Partners