Those who have used our service are in the best place to tell you how our service really is – as the old saying goes: the proof is in the pudding. 

What our clients have to say

"That’s our new mortgage rate active and the first payment came out successfully, just wanted to drop Karen a quick e-mail from myself and Fiona to say thank you for your time during the process and to keep you updated on the application."
A Craig
August 2017

"I'd just like to thank Audrey and Isabel so much for all your help sorting out our mortgage. After a hiccup on our part I can truthfully say that your company made such a difference smoothing out the bumps and sorting our mortgage out for us. Would absolutely recommend you to others, efficient, helpful and genuinely nice people."
Carolann Speirs
July 2017

"Karen, I am very happy with all the service and speed that you have provided for us, I would definitely recommend you to family and friends."
Debbie Macaulay
July 2017

"This is the second time I have used Lifetime Planning and couldn't fault the service you provide. Throughout the process I was always kept up to date and felt if any issues were to arise Lynne and Bob were both always on the case straight away. I joked with Bob Steel as I feel he is very dedicated and emailing me all times of the day which is a strong ethos that gives customer satisfaction knowing that if I sent an email he usually responded instantly even while he was away from work.

I would certainly use your services again and wouldn't hesitate in recommending you."
Dan Clarke
June 2017

"I was put in contact with Patrick when I unexpectedly encountered difficulties remortgaging with my existing lender.

Patrick was quick to respond and extremely thorough. His advice regarding the application process itself was absolutely invaluable and he was subsequently able to identify an appropriate lender. Our application was handled by Lynne on a day to day basis and she kept us closely informed regarding the whole process. 

I would wholeheartedly recommend Lifetime Planning and they will be my first point of contact in the future for any mortgage issues."
Dr Yameen Qureshi
February 2017

"Lifetime Planning are a company that we were recommended many years ago. We have always been delighted with the service. The communication is excellent and the time frames for returning calls and emails is exceptional. I would like to take time to thank Pat for finding the ideal mortgage deal for us, Andrew for the perfect life insurance, Audrey for scanning our documents and returning them promptly and Martha for keeping in touch while the mortgage was being processed.
We appreciate all of your time and effort."
Emma and Marc Milne
January 2017 

"Lynne, I would just like to thank you and Pat for a first class service. I would recommend anyone to your service and your way of conducting business."
Stephen Hastie
January 2017

"I would like to take this opportunity to pass our thanks to both Julie and Pat for the 1st class service which we have received from day one of this process and without doubt, we will use Lifetime Planning for our future re-mortgaging / Insurance services etc…

We wish you both a Merry Christmas and a prosperous New Year when it comes…"
Paul Watson, Coatbridge
December 2016

"I would like to thank Audrey Anderson (case manager), Karen Dodds (mortgage consultant) and Julia Wheatley (insurance consultant) for renewing my fixed rate mortgage and advising of new mortgage insurance cover. You have all been so efficient on getting this all done within a couple of weeks. We have been with Lifetime Planning for 8 years and have been extremely satisfied with your service. I look forward to working with you in 2 years time when my mortgage renewal is due."
Marion & Mark
November 2016 

"Karen was excellent when helping renew my fixed rate mortgage. Made the process very simple, not daunting at all. Easy to renew, couldn't ask for more."
Ashleigh Cowan
October 2016 

"Lifetime Planning arranged our first mortgage and life insurance. We returned to re-mortgage after 2 years. Don't know how we would have managed without their help and support. Totally hassle free they done everything for us and kept us informed every step of the way. All we had to do was check documents and sign. Couldn't recommend them enough, everyone you speak to is so helpful and cheery. Nothing is a hassle. Big thank you especially to Pat and Audrey."
Lynne Marshall, Falkirk
October 2016 

"Thank you Lynne and Patrick so much for all your efforts in getting the mortgage pushed through, took a lot of pressure away from ourselves."
Andrew Howie
October 2016

"Thank you so much for everything Julie Dingwall and Andrew Donnelly have done. They went above and beyond and for that I'm forever gratefully. Thank you."
Irene Probert
September 2016

"I just want to say big thank you for the great work you have done for us Karen. I am really busy because of my college and work and I cannot imagine how I would have got through that without your help. I am very appreciative."
Olimpia Herla, Airdrie
September 2016 

"I'd like to thank Bob, Julie and all your colleagues for super efficiency and help through the process. It made a very stressful time for me as easy as possible. 
Thanks once again, can't tell you how much I appreciate it." 
September 2016


If you would like to experience our service first-hand, click here.