Lifetime Financial Management
Lifetime Financial Management is a business brokerage and financial services company based in St Albans, England. They specialize in helping clients manage their finances and make sound investment decisions. With years of experience in the industry, Lifetime Financial Management is dedicated to providing top-notch services to their clients. Whether you're looking to buy or sell a business, or need help with financial planning, their team of experts is here to help. Contact them today to learn more about their services.
Introduction to Lifetime Financial Management
Lifetime Financial Management is a financial services company located in St Albans, England. Founded in 2005, the company has been providing excellent financial management services to individuals and businesses. What makes Lifetime Financial Management unique is their personalized approach to each client, ensuring that they receive the best possible service and advice for their specific financial needs.Services & products
Lifetime Financial Management offers a range of financial services, including financial planning, investment management, retirement planning, and insurance services. They also provide business brokerage services for those looking to buy or sell a business. Clients can purchase financial products such as mutual funds, stocks, bonds, and insurance policies through their team of experienced financial advisors.Location
Lifetime Financial Management is located on Upper Marlborough Road in St Albans, a bustling area with plenty of shops and restaurants. The area is known for its historical architecture and beautiful parks. The closest public transportation options are St Albans City Station (0.6 miles), St Albans Abbey Station (0.8 miles), and St Albans Bus Station (0.5 miles).Benefits
Customers should choose Lifetime Financial Management because of their commitment to providing personalized financial advice and services. Their team of financial advisors has years of experience and knowledge in the industry, making them a reliable choice for any financial need. They also offer a range of financial products and services to suit their clients' diverse needs.Good to know
Customers should be aware that Lifetime Financial Management operates on an appointment-only basis, so it is important to schedule a consultation with one of their financial advisors before visiting their office.Reviews
Customers have praised Lifetime Financial Management for their excellent customer service and personalized approach. Clients appreciate the team's attention to detail and willingness to go the extra mile to ensure their financial success.Amenities
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desk -
chair
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office space
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computer
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phone
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printer
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conference room
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wi-fi
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security system
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reception area
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parking
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business advice
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financial advice
FAQ
What is your experience in helping clients buy or sell businesses?
At Lifetime Financial Management, we have extensive experience in helping clients buy and sell businesses. Our team of experts has worked with a wide range of businesses across different industries, and we have a proven track record of successfully facilitating business transactions.How do you determine the value of a business?
We use a variety of methods to determine the value of a business, including analyzing financial statements and market trends, conducting industry research, and consulting with industry experts. We also take into account the unique characteristics of each business to provide an accurate valuation.Can you provide references or testimonials from previous clients?
Yes, we can provide references and testimonials from previous clients. We have a long list of satisfied clients who have worked with us to buy or sell their businesses, and we are happy to share their experiences with potential clients.What services do you offer beyond just facilitating the sale or purchase of a business?
In addition to facilitating the sale or purchase of a business, we offer a range of financial services to help our clients manage their finances and plan for the future. Our services include financial planning, tax planning, investment management, and more.How do you ensure confidentiality throughout the buying or selling process?
We take confidentiality very seriously and have strict protocols in place to ensure that sensitive information is kept confidential throughout the buying or selling process. We use non-disclosure agreements and limit access to information to only those who need to know. We also use secure technology to protect data and information.Reviews
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Yaz B
If you are looking to buy your first property, then you should know that at least one of their mortgage brokers (Katy Eatenton) works in collaboration with estate agents to entice potential buyers to make higher offers on properties. The estate agency I was dealing with for a property I wanted to buy, wanted to do financial checks on me through Katy to ensure I was proceedable as a buyer. I already had an AIP but the agent wouldnt accept that, I had to talk to Katy. Katy did some basic checks but she told me on more than one occasions that my offer was too low and the buyer wouldn't accept it. I didn't use Katy's services as I stopped all communication with her as soon as I got outbid. I just couldn't work with somebody like her. Mortgage advisers are supposed to help buyers not exploit their weaknesses. This is all legal but unethical.
29-05-2021
