About Us
At Lifetime Enhance, we help advisers and planning firms manage client transitions with care and professionalism. We are committed to positive outcomes for every business and client we support.
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Our Story & Mission
Lifetime Enhance was founded after seeing first-hand how difficult it is for financial planning firms to grow while still supporting every client. With over 20 years of experience as a financial advice firm, we understand the real challenges facing planning and advice firms. Our team knows the pressures created by new regulations and the need to meet consumer duty for every client, irrespective of their portfolio size.
Our mission has always been to bridge the financial advice gap. We give planning firms the freedom to focus on their core clients, while our experienced team supports those who no longer fit your ongoing proposition. This means you can maintain high service standards and grow your business with confidence, knowing that all clients are looked after.
Our Team
Our team is made up of advisers, coaches, compliance professionals, and client specialists with knowledge, experience and care. We work closely with each client , always putting integrity, empathy, and professionalism at the centre of our approach. And our approach to business reflects the same principles – where we work with IFAs to understand their challenges and provide them with a commercially-sound proposal.
If you would like to meet our team or learn more about our experience, book your growth consultation today.