Lifetime Enhance
Empowering financial advisers to grow and support every client. A smarter way for financial advisers to manage client transitions and grow with confidence.
What is Lifetime Enhance ?
Lifetime Enhance is a service designed for financial planning firms that want to refine their client base, meet consumer duty requirements, and protect every client relationship.
We provide a smooth, compliant handover for clients who no longer fit your core proposition, so you can focus on the relationships that drive your business forward.
Who We Help
We partner with:
- IFAs & Planning Firms that are looking to segment clients and grow sustainably.
- Advisers who don’t want to abandon their clients, but who are also struggling with capacity issues.
- Compliance Teams that want to ensure consumer duty alignment.
- Consolidators who are managing post-acquisition integration efficiently.
Why Choose Lifetime Enhance?
- Ensure every client continues to receive regulated financial advice.
- Free up adviser capacity and reduce admin burden.
- Increase average portfolio size and long-term firm value.
- Elevate revenue with a solid commercial agreement
What's New?
Introducing the Enhance Carve-out Calculator, a new way to explore how your firm could operate with greater focus and capacity by segmenting lower portfolio value clients.
By entering a few key figures, you can quickly model the potential impact of segmenting everyday clients and see how setting a clear lower boundary for portfolio size could free up adviser time, sharpen client servicing, and support sustainable growth. Click here to try it yourself.
Visit our News & Events page for more info.
What Our Partners Say
“I am very impressed with Lifetime Financial Management. They are significantly improving the affordability and accessibility of financial advice, which helps to reduce the advice gap. Their intelligent and caring team provides first-class advice, demonstrating a deep commitment to their clients’ financial well-being.”
Chris Hindle, Operations Director, Frazer James
Ready to Get Started?
Find out how Lifetime Enhance can support your firm with a free evaluation.
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