After working together and becoming friends, Nick and Matt created Lifetime Connections in 1999 primarily to provide a mortgage advice service. Realising that their clients needed more than just mortgage advice their services were subsequently expanded to cover holistic long term financial planning advice and they became appointed representatives of St. James's Place in 2003. Comprising of 6 people with cumulative experience of over 165 years in the industry our team is highly competent and can give you confidence that your financial planning is in safe hands. Although situated in Dorset Lifetime Connections client base extends from Glasgow to Plymouth highlighting the teamís flexibility and degree of commitment.
The team at Lifetime Connections Ltd is committed to working with you to encourage active engagement, creating suitable financial plans to help you achieve your future goals. Whatever your situation we offer ongoing, tailored, face-to-face advice to enable you to get optimum benefits from your financial situation. We pride ourselves on the strength and longevity of our relationships with clients, the result of transparent, friendly and professional advice. In an ever changing financial world our aim is to guide you through its complexities, clearly defining how you will achieve your financial goals.
Our Services include:
We work closely with all of our clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed, when itís needed.