We are a mortgage and insurance specialist established in 1996. We believe in ‘Keeping Good Financial Company’ and strive to provide the best services possible, which include mortgages and insurance. We understand that moving can be stressful, so we are here to save you time, and money and guide you through each step of the process, from start to finish until you get the key in the door.
We specialise in insurance from straight-forward life cover to insurance portfolios for businesses. A conversation with one of our insurance advisers will ensure you have everything covered.
Why Choose Us?
Planning your finances can be daunting, but our experts are here to save you time and money and take away the stress.
I am passionate about the importance of Family Financial Protection and, using my own life experiences, I ensure my clients have the right cover for their circumstances. I am a dad to 3 young boys for which I would do anything.
I joined Lifetime Planning 14 years ago, I really enjoy helping people protect what is most important to them. I enjoy spending time with my husband and 2 daughters.
Originally from Edinburgh, I moved to Glasgow and started my career with Lifetime Planning 5 years ago. Lifetime Planning is a great environment to learn and expand my knowledge of the industry, as I’m surrounded by true specialists. I really enjoy building lasting relationships and helping clients protect what’s most important.
A highland boy living in Glasgow for the last 10 years. I have been with Lifetime Planning for 8 years and have really enjoyed getting to know my clients. I enjoy playing and watching sports and spending time with my wife and young son.
I have 6 years’ experience working in the finance industry and have a passion for business and finance. I focus on helping my clients find the best mortgage deals. Originally from Northern Ireland, I moved to Australia and I am now settled in Glasgow.
I have been a Mortgage Adviser for 3 years and I joined Lifetime Planning in April 2023. I love that every case is different but we always achieve the same result, a happy client! During out of office hours, I enjoy spending time with my partner going for walks and going to see the latest movie at the cinema.
Another Geordie came to Glasgow 25 years ago, I enjoy dance fit classes with my daughter & walking my dog. I’ve worked at Lifetime Planning for 14 years and enjoy the variety of my role including supporting our customers and my colleagues.
I have worked in financial services for over 30 years and joined Lifetime Planning in 2011. I enjoy working in a busy, fast paced environment helping clients buy their forever homes. I love spending time with friends and family – especially my grandchildren.
I joined Lifetime Planning 13 years ago and work with a great team. I thrive on the fast pace and assisting clients on their mortgage journey. In my spare time I am busy with my two kids and mischievous dog.
Previously working in the finance industry for 15 years I joined Lifetime Planning in 2014. My role involves guiding people through the mortgage process assisting them with any queries along the way. I enjoy spending time with my family making memories and hope to do some more travelling over the coming years.
I changed my career in 2021 when I joined Lifetime Planning. I have great variety in my role which includes a bit of finance and sales support. At the weekend you’ll find me dancing with my friends, specifically jive and rock ‘n’ roll
I Joined Lifetime Planning back in 2021 and loving every moment of it. I enjoy learning about the protection industry and supporting my colleagues. During my free time I like to travel and explore all Scotland has to offer.
Originally from a retail background, I joined Lifetime Finance Group in 2022. I love the creativity in the role as I also have a degree in Graphic Design. I enjoy days out with my husband and young daughter and spending time in the north of Scotland visiting family.
I have been with Lifetime Planning for 10 years now. No two days are the same, and I enjoy the challenge of running and growing our business. In my spare time (when not injured) I enjoy participating in Triathlons. I also love to spend time with my wife, kids, and our puppy Cocker Spaniel ‘Hugo’.
All Rights Reserved Life Time Planning 2022-23
Website by Active Media Design