Keeping Good Financial Company

As specialists in mortgages and insurance, we have access to a variety of broker-only and high-street deals, allowing us to find the most suitable product for you at a competitive rate. We stay up-to-date with the latest information on Mortgages and Protection so that we can provide you with confident and informed advice.

Life Insurance

Could your family cope financially if you were no longer around?


A mortgage is, for most of us, the biggest financial decision we will ever make - we are here to help you get it right.

Monika H
Keith and Fiona were both extremely helpful throughout the whole process. Couldn't be happier!
Excellent service yet again from Lifetime Planning. This time Karen Dodds and Lynda Hill sorted everything out for a new mortgage leaving us with only a sheet to sign off and job done. This is proper service. Many thanks again.
Ian Morrison
We have been with Lifetime Planning for over 10 years Helpful, knowledgable staff, who provide the correct information and products most suitable for the customer Never needed to consider going to another Mortgage / Insurance company
Gillian Woods
Been using lifetime planning for a while from my mortgage renewals and life insurance. Amazing service start to finish. Helped me amend my life insurance and always available when I wasn't. 5 out of 5 and would recommend to everyone.
Claire McKenna
Have used Lifetime since we bought our first house and have used them for mortgage, life insurance, critical illness and income protection. Everyone I have spoken to has been very helpful which is great when dealing with financial issues that can get complicated. Would definitely recommend. Thanks to Julia, Eleanor, Donald and Martha.
Stevie Allen
Great company I have used since getting my first house. They have helped us to get a new mortgage every time the fixed term has come to an end. Very responsive, friendly and helpful. I would highly recommend using Lifetime Planning!
Krzysztof Zadrozny
Greate service. Highly recommend this company. Many thanks.
Peter Banks
Great to work with Karen for my 3rd renewal of my Mortage after setting it up 8 years ago. Great service and so helpful and easy to deal with. Would highly recommend.
Martha Potter
First Class Service. I have used Lifetime Planning on a few occasions now for my mortgage, life protection, private medical insurance sorting out my will and recently my buildings & contents insurance. The whole team are professional, friendly & very knowledgeable. I would have no hesitation in recommending them to friends and family.


This firm charges a fee of up to £795 for mortgage advice. The amount of fee will depend on your circumstances and will be discussed and agreed with you at the earliest opportunity.

Speak To A Consultant

Add your details to arrange a call with one of our mortgage consultants.

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone. By submitting this information you have given your agreement to receive verbal contact from us to discuss your requirements.

We are committed to providing a professional service to all our customers.
If you are unhappy then we want to hear about it so we can try to put things right. With this in mind, we have the following complaints procedure in place.

Lifetime Planning Complaint Procedure