The Enhance Service
Lifetime Enhance is an FCA regulated client transition and support service for independent financial advisers and planning firms. Our solution helps you manage your client book, deliver ongoing care for every client, and focus on sustainable business growth.
What is Lifetime Enhance
Lifetime Enhance is designed for IFAs and planning firms who want to segment their client base with confidence and grow their business. We provide a smooth, handover for clients who are no longer a fit for your core business, making sure they continue to receive regulated financial advice.
Who is Lifetime Enhance for?
Lifetime Enhance is used by independent advisers, planning firms, and compliance teams who want to streamline their client book, meet regulatory requirements, and operate more efficiently.
To see how our service supports specific audiences, visit Who We Serve.
Why do firms use Lifetime Enhance?
Firms choose Lifetime Enhance to refine and segment their client base, meet FCA and Consumer Duty requirements, and free up adviser capacity for growth, all while maintaining high standards of care for every client.
If you would like a full breakdown of outcomes and benefits, visit How Enhance Works.
How does Lifetime Enhance work?
Once you have come on board with the Enhance service, our team works with you to help you carve out clients who are under a specific portfolio value. We then undertake a collaborative communication process to get in touch with those clients. In some instances, the IFA firm does this with our support as we provide all the communication materials needed. Once a client has given us their consent to be contacted, we book their first meeting with our dedicated team to welcome them to Lifetime for their financial planning, reviews and ongoing financial advice.
We work closely with our IFA partners to keep them informed at every stage.
Read the detailed process on our How Enhance Works page.
Want to learn more?
If you would like to discuss how Lifetime Enhance can support your firm, click the button below to book your free consultation.
