About Us

"We listen to understand - and make the
complicated simple. Integrity, openness and
honesty are part of our DNA."

Our Coaches

team
Joel Roper

Joel started in March 2024. With plenty of experience in sales and customer service, Joel is passionate and dedicated to giving the best possible service for people during their financial journey.

team
Sam Scarfe

As a people person Sam is keen to help others understand their current finances and envision a brighter financial future for them.

team
Chris Lovelle

I have been in customer facing roles throughout my career and I am looking forward to my Lifetime journey as a Digital Coach to assist clients to achieve their financial goals.


img

Our Mission

We deliver life-changing financial modelling for clients through our professional and dedicated team, creating life-long and trusted partnerships.

Our Values

icon
Our Mission
  • We deliver life-changing financial modelling for clients through our professional and dedicated team, creating life-long and trusted partnerships.
icon
Communication
  • Excellent communication is a cornerstone of our business.
  • We pride ourselves on being direct, honest, considerate and friendly. Our role is to listen to understand and make the complicated simple.
  • We strive for seamless and open communication.
icon
Innovation
  • Innovation is our jet-pack and we believe that creative thinking will fuel our future success.
  • Changing the face of financial services through fresh ideas, the latest technology and partnerships to create a unique proposition for our clients.
icon
Integrity
  • Integrity, openness and honesty are part of our DNA.
  • 'If it's not right for the client, then it's not right for us'.
  • Our goal is to build life-long ethical partnerships with our colleagues, clients and the community, which benefit us all.
icon
Ownership
  • We consider the impact on our colleagues and clients in every decision we make.
  • We care about our business and take pride in delivering great service and quality for our customers.
  • website_messages.are_passionate
  • We are passionate and take responsibility to: “think bigger than ourselves”.
icon
Team
  • We believe in the power of relationships to deliver outstanding work.
  • We work collaboratively to realise our common purpose and reward colleagues who go above and beyond.
  • Our diverse skills and experience help us achieve our goals.
  • We aspire to be a high performing team, cultivating potential and encouraging unique contribution.