Lifetime Financial Solutions

Welcome to Lifetime Financial Solutions, your trusted partner for financial advice and planning in East Anglia. We are an independent financial advisory firm with over 50 years of collective experience, dedicated to helping families and business owners in Norfolk and Suffolk secure long-term financial happiness. Our team of expert financial advisers is passionate about building long-lasting relationships with our clients, ensuring we're there to help for years to come.

Our Philosophy

At Lifetime Financial Solutions, we believe that our independence is a critical factor in helping our clients achieve their financial goals. We pride ourselves on offering personalized, unbiased advice that puts our clients' best interests at heart. We're committed to helping you navigate the complexities of financial planning by providing clear, easy-to-understand advice tailored to your unique needs.

Who We Serve

We're proud to serve a diverse range of clients from all walks of life. Whether you're a family looking for help with estate planning or managing the cost of everyday family life, a business owner seeking expert financial advice, or an individual nearing retirement, we're here to help. Our clients trust us to provide the guidance they need to make informed decisions about their financial futures.

Our Services

At Lifetime Financial Solutions, we offer a comprehensive suite of financial services designed to meet the unique needs of our clients. Here's a closer look at some of the services we provide:

• Families: We offer a range of services tailored to families, including estate planning, savings and investment strategies, and help managing the cost of everyday family life.
• Business Owners: Our expert financial advisers can help business owners extract profit in a tax-efficient way, protect their families, and plan for the future of their businesses.
• People at Retirement: We're here to help you prepare financially for the lifestyle you want after your working days are over.
• Mortgage Advice: Whether you're a first-time buyer, moving to a new home, wanting to remortgage, release equity on your home, or investing in Buy-to-Let, our expert mortgage advice can help you navigate the market.
• Equity Release: If you're an older homeowner, equity release can be an effective way to acquire extra capital for retirement. We can help you establish whether it's the most appropriate choice for you.

Our Awards and Recognition

We're proud of the exceptional service we provide, and our clients have taken notice. For several years now, we've been ranked as a "Top Rated" financial advisory firm by our clients on VouchedFor, a leading advisory comparison service. You can read our reviews on VouchedFor to see what our clients have to say about us.

Contact Us

If you're ready to take the first step toward financial happiness, we're here to help. Contact us today to schedule a free initial consultation and discover how we can help you achieve your financial goals. We look forward to working with you!