Lifetime Wealth Management
Financial Services • 
St Albans, England, United Kingdom • 21-50 Employees
Company overview
| Headquarters | 12-14 Upper Marlborough Road, St. Albans, Hertfordshire AL1 3UR, GB |
| Phone number | +441727848412 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Protection, Insurance, Advice, Pensions, Financial Planning, Financial Advice, Wealth Management, Mortgages |
| Founded | 2003 |
| Employees | 21-50 |
| Socials |
Key Contacts at Lifetime Wealth Management
Jim Austin
Sales Director
Eifion Thomas
Wealth Development Director
Malcolm O'Donovan
Owner
Lifetime Wealth Management Email Formats
Lifetime Wealth Management uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@lifetime.co.uk), used 72.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@lifetime.co.uk | 72.4% |
{first name}.{last name} | john.doe@lifetime.co.uk | 24.1% |
{first initial} | j@lifetime.co.uk | 3.4% |
About Lifetime Wealth Management
We are experts in financial advice. Our philosophy is to put our clients at the heart of everything we do. We work with you to support your aspirations, whether that be supporting your organisational strategy, or working with individuals to reduce debt, protect your lifestyle, and increase your wealth. For organisations our Lifetime Wealth business can provide advice on business and succession planning, including key person insurance and group pensions. From our 360 DotNet business we can also supply the technology to run your financial business efficiently and effectively. In particular our 360 Lifecycle software can provide significant savings on the cost of running your financial business, generate invaluable extra hours into your working day and ultimately deliver increased sales. For individuals, our financial advisers in Lifetime Wealth Management can provide you with personalised advice based on your situation today, and your aspirations for the future. We can support you with your mortgage, personal protection, investments, and planning for your retirement. No matter how simple or complex your requirements are, you can be sure of professional and qualified advice from our team of Financial Planners. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of pensions and investments can fall as well as rise. You may get back less than you invested. www.lifetime.co.uk Approver Quilter Wealth Limited, Quilter Financial Services Limited and Quilter Mortgage Planning Limited 31/08/2023.
Lifetime Wealth Management revenue & valuation
| Annual revenue | $3,336,645 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $10,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Lifetime Wealth Management has 20 employees across 4 departments.
Departments
Number of employees
Funding Data
Lifetime Wealth Management has never raised funding before.
Lifetime Wealth Management Tech Stack
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