WHO WE ARE

All about Lifetime Planning

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.

  • Before beginning the search for your product, we will conduct a fact-finding mission to gain a better understanding of your needs and circumstances.
  • As your consultant, we offer suitable options without pushing unwanted products.
  • We give clear and honest advice while acting impartially.
  • Making sure you understand the terms of any recommended product is a top priority.
  • We will guide you through every step of the transaction and answer any questions you have afterward.

Our client reviews

Monika H
Keith and Fiona were both extremely helpful throughout the whole process. Couldn't be happier!
G M
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.

Meet the Lifetime Planning Team

Meet our expert Life Insurance Advisers

Andrew Donnelly
Senior Protection Adviser

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.

Book an appointment with me today

Julia Wheatley
Senior Protection Adviser

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.

Book an appointment with me today

Rory McLeod
Protection Adviser

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. 

Book an appointment with me today

Meet our expert Mortgage Advisers

Eleanor Blackwood
Mortgage Adviser
I‘ve been with Lifetime Planning for nearly 6 years and have 23 years of industry experience. When I’m not helping clients, I enjoy spending quality time with my beloved grandchildren and embracing country living on my farm.
Keith MacKenzie
Mortgage Adviser

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.

Dana McConway
Mortgage Adviser

I absolutely love working at Lifetime Planning and have been here for nearly 6 years. When I’m not helping clients achieve their financial goals, you’ll find me enjoying a holiday with family and friends, soaking up the sun.

Jonathan Lindsay
Mortgage Adviser

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.

Euan Stewart
Mortgage Adviser
I have spent the last 16 years in the financial services industry, 12 years of those in the mortgage world, where I have enjoyed helping hundreds of clients from all walks of life achieve their mortgage goals. In my spare time I enjoy long walks with my furry four legged son Arlo.
Dave Ellison
Mortgage Adviser
A Geordie living in Scotland, I enjoy travelling and spending time with my wife and 3 year old daughter. I’ve worked here for 10 years and always enjoy helping people secure the best deals possible based on their circumstances.
Danielle Knox
Mortgage Adviser

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.

Meet our Support Team

Tracy Scott
Head of Mortgage Advisery

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.

Lynne Murray
Senior Mortgage Case Manager

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.

Julie Dingwall
Head of Admin and Campaigns

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.

Gizem Ulgu
Mortgage Case Manager
I joined lifetime planning in April 2023 and happy to have joined such a supportive and cheerful team. On weekends you will find me spending time with my loved ones, reading a book or watching my favourite shows.
Fiona Hunter
Mortgage Case Manager

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.

Lorna Cardwell
Mortgage Case Manager
I have over 20 years’ experience in financial services. Originally working for Lifetime Group for 5 years from 2010 – 2015, I re-joined again just over 6 months ago and am enjoying working with old colleagues and some new faces. In my spare time, I enjoy travelling and spending time with my family, especially my teenage daughter.
Debbie Cowan
Adviser Assistant & Sales Support

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

Keri Louise Burns
Insurance Admin
Having worked in many customer service roles over the years, a change in career brought me to Lifetime Planning. I enjoy helping people with their queries and making sure they get exactly what they need. As a mum of 3 I’m definitely kept busy and love going on day trips with my family.
Haris Sadiq
Insurance Sales Support

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.

Hannah Greig
Digital Marketing Analyst

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.

Meet our Managing Director

Gordon Hunter

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’.