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

"Excellent service, best advice given for the insurance product."
Mr Sakriya, Lenzie
March 2018

"Always great service and professional people to deal with. Have recently recommended a colleague to your services who I believe is proceeding with a mortgage through your recommendations."
Mr N Lockier, Glasgow 
March 2018

"Just a quick response to say a big thank you to everyone involved in helping me obtain my first mortgage. Top quality service with great communication throughout. Always happy to help and no question was ever too much! Thank you!"
Aileen Gillespie, Glasgow
March 2018

"Easy simple process overall - nothing complicated and all easy to understand."
February 2018

"Bob was proactive in any issue, and proposed options which were above my expectations. Whole process was very smooth and in time. Thanks"
Mr G, Lenzie
February 2018

"Sian has worked with me for years. No one could surpass her for her professionalism, motivation, attention to detail problem solving, commitment to customer service at the highest level and her ability to deliver. Well done Sian. Thank you so very much for all your hard work it means a lot."
February 2018

"Lifetime Planning has been really helpful in the past that's why I came back for help again when I moved home and got my costly insurance replaced"
Mr J Bradford, Ayr
February 2018

"Excellent service, excellent communications and outstanding team that guided me through or remortgage process."
Ms L Cruickshanks, Glasgow
February 2018

"The Lifetime Planning team are very efficient and would recommend their services. The communication throughout was well explained and everyone in office was very pleasant and professional."
Mr R Marshall, Glasgow
February 2018

"Super helpful, and very efficient"
February 2018

"Eleanor gave first class customer service. Very attentive and very fast!"
Mr R Graham, Lesmahagow
February 2018

"Our consultant was Isabel and she arranged a Product Transfer when our fixed rate was ending. She had our details as we originally took out our first mortgage with Lifetime Planning. Not only did we secure a better rate which resulted in lower payments, we managed to secure that rate for 5 years with Halifax, in a time that could potentially be very volatile. Our main criteria was that the remortgage should be simple with as little form filling as possible. I only had to sign one form and she done the rest. Our mortgage offer was in within 48 hours of application. The process was really straightforward and would recommend Lifetime Planning to anyone who is a first time buyer or who is at the end of their fixed rate. "
Lynnette Thomson, Glasgow
January 2018

"Thank you for arranging my mortgage.  Brilliant service and definitely recommend."
Graeme de Moor, Edinburgh
January 2018 

"I felt that Andrew was easy to talk to and really listened to what I was saying and gave me clear and focused advice. I felt there was no judgement and he was very understanding."
Mr C Gilmour, Rutherglen
January 2018

"I love the way Sian handled my product transfer. She handled it professionally. She is quite competent about her job. I will recommend her for promotion. I am extremely happy with your service generally at Lifetime Planning."
Mr O A, Aberdeen
January 2018

"Great service overall from Keith and other colleagues during the whole process! Thanks for all of your help."
Mr A B, Glasgow
January 2018

"I've been with Lifetime for a few years now & have always been happy how they helped Helen & I. First class."
Mr B, Falkirk
January 2018

"Excellent communication and speed and thoroughness of process"
Mr D T, Glasgow
January 2018

"Andrew was very patient with me, took the time to go through the process and the various options suitable to myself and my business. I am very busy and have taken far too long to complete the paperwork, however the team at Lifetime Planning were very understanding and patient, which I really appreciated."
Ms L, Livingston
January 2018

"Excellent service as always from the Lifetime team. Contacted us in good time prior to the mortgage expiry date for renewal and to discuss the way forward. Was a great service."
January 2018

"Very helpful team and have assisted over the last 6 years to ensure I have the best deal on my mortgage."
January 2018

“Great service, it took the stress out of making difficult financial situations. The process was simple and the transaction was smooth, thank you for your help.”
Ms D, Aberdeen
January 2018

"Always good to leave it for the experts. You can't improve on perfection."
Mr A, Glasgow
December 2017

"The whole remortgage process has been a pleasure and the advice received from Karen & Lifetime Planning has been excellent again. Happy to recommend."
Mr G, Edinburgh
December 2017

"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."
Mr A Craig, Aberdeen
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, West Lothian
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, Irvine
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, East Kilbride
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, Newton Mearns
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, Dundee
January 2017 


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