Working together to achieve your financial goals
At Lifetime Connections Wealth Management, we take pride in our commitment to deliver tailored financial advice and guidance to individuals, families, and businesses in Dorset and the South West of England. With over 200 years of collective experience in the industry, our team of 15 experts is dedicated to helping you achieve your financial goals.
About Us
Founded in 1999 by Nick and Matt, Lifetime Connections Wealth Management started as a mortgage advice service, which quickly expanded to provide holistic long-term financial planning advice. We became appointed representatives of St. James's Place in 2003, and since then, we've been committed to building long-term relationships with our clients.
Our Services
Our team provides a wide range of services to help you achieve your financial goals. Whether you're looking to build, grow, protect, or preserve your wealth, we're here to guide you every step of the way. Our services include:
- Investments and ISAs
- Life & Critical Illness Cover and Income Protection
- Retirement Planning
- Mortgages
- Inheritance Tax Planning
We take the time to understand your unique financial situation and goals, providing tailored advice that suits your needs. Our team works closely with you to create a comprehensive financial plan, ensuring that you're on the right path to achieving your goals.
The Benefits of Working with Us
Our partnership with St. James's Place provides us with access to a vast range of resources, expertise, and support. This allows us to focus on what really matters - providing you with top-notch financial advice and guidance. By working with us, you can benefit from:
- Undivided attention from our expert team
- Access to a wide range of investment products and services
- Expertise from a network of over 1,000,000 clients
- Experience working with clients with over 168 billion in investments
St. James's Place
St. James's Place is one of the UK's largest financial advice companies, founded in 1991. As a partner practice, we benefit from their extensive resources, expertise, and network of financial professionals. This allows us to provide you with the highest level of service and guidance, helping you achieve your financial goals.
Our Expertise
Our team is dedicated to providing high-quality advice on a wide range of financial aspects. We specialize in providing personalized guidance to help you achieve your financial goals. Whether you're seeking to build wealth, grow your investments, or protect your assets, we're here to help.
Get in Touch
At Lifetime Connections Wealth Management, we pride ourselves on building long-term relationships with our clients. We're committed to providing you with the guidance and support you need to achieve your financial goals. Please don't hesitate to get in touch with us to discuss your financial requirements.
Overall Experience
The reviewers have had an overwhelmingly positive experience with the service, praises the staff's dedication, and appreciates the personal touch.
Staff Performance
The staff have been commended for going the extra mile to ensure customer satisfaction. They have been efficient in dealing with pensions and mortgages, and their personal and professional approach has been appreciated.
Key Strengths
The key strengths of the service lie in its ability to provide a hassle-free experience, ensuring timely and efficient handling of financial matters, and the staff's willingness to go above and beyond.
