After working together and becoming friends, Nick and Matt created Lifetime Connections in 1999 primarily to provide a mortgage advice service. Realising that their clients needed more than just mortgage advice their services were subsequently expanded to cover holistic long term financial planning advice and they became appointed representatives of St. James's Place in 2003.

Comprising of 15 people with cumulative experience of over 200 years in the industry our team is highly competent and can give you confidence that your financial planning is in safe hands. Although situated in Dorset Lifetime Connections Wealth Management's client base extends from Glasgow to Plymouth highlighting the team’s flexibility and degree of commitment.

The team at Lifetime Connections Wealth Management is committed to working with you to encourage active engagement, creating suitable financial plans to help you achieve your future goals. Whatever your situation we offer ongoing, tailored, face-to-face advice to enable you to get optimum benefits from your financial situation. We pride ourselves on the strength and longevity of our relationships with clients, the result being transparent, friendly and professional advice. In an ever changing financial world our aim is to guide you through its complexities, clearly defining how we will help you achieve your financial goals.

Our Services include:

• Investments and ISAs
• Life & Critical Illness Cover and Income Protection
• Retirement Planning
• Mortgages
• Inheritance Tax Planning

We work closely with all of our clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed, when it’s needed.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected an may fall as well as rise. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.