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Our vision at Lifetime Wealth Management is to work together with our clients and partners to deliver bespoke, clear, long term financial planning. We provide a full range of mortgage advice from residential through to buy to let and associated protection. Mortgage access to the whole of the market. We also ensure that individuals and families are aware of the effect that Death, Serious Illness, Accident Sickness and Unemployment can have on their finances and standard of living of the survivors. Helping put plans in place to wherever possible reduce the risk, help protect the assets of the clients on death and mitigate the effect of inheritance tax. I specialise in Mortgages, Insurance and Equity Release.
Upper Marlborough Road, AL1 3UU, St Albans, Storbritannien
4,4
10 omdömen
Ingen inbjudningshistorik registrerad
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The service Sean provided was outstanding . He went above and beyond what we expected . He was always promt with dealing with any queries..always answered emails quickly and always extremely helpful ...all in all an exceptional service !
We would highly recommend!
I worked with Kerry for my life insurance, income protection and critical illness policy. I had a budget of what I could afford to spend each month and kerry showed me various options on how best to invest in each of the insurances.
Kerry took the time to research a number of options for me and nothing was too much trouble when I asked to see how we could use the money differently or if we changed the budget a bit. Kerry came back swiftly on any queries I had and everything was clearly explained.
I feel kerry was totally invested in getting the best option for us as a family.
It is a big financial investment for us (but an important one) and I feel that by working with Kerry and the options she gave to me, I do really have the best cover I can afford and the best available on the market at the time. This is only down to Kerry’s work and commitment in getting me the right product for my circumstances.
I have also used Kerry’s advice on a remortgage too.
I would thoroughly recommend working with kerry for both personal insurance policies and for mortgages and would definitely use her again and recommend her to others, Kerry was great to deal with, organised and efficient.
I truly cannot recommend Kerry highly enough! Kerry went above and beyond when supporting us and I am so grateful for her time, expertise and excellent communication.
Kerry was an excellent person to deal with when I changed my mortgage.
Very pleasant manner, efficient and extremely well organised. Kerry also kept me well informed at every stage of the mortgage application process.
I would not hesitate to use Kerry's services again if I need to in the future.
Kerry helped us last year with advise and guidance about remortgaging . She went above and beyond to find the best deal most suited to our circumstances. She genuinely cares .She was extremely knowledgeable and helpful , always responding to our emails and phoncalls promptly. We cannot recommend her highly enough .
Kerry was fantastic at helping us secure a mortgage when others had said we should rent for a while. No hurdle was too much, and we had a few expected ones which were dealt with in a very fast, professional way. I would highly recommend Lifetime Mortgages.
Kerry was so incredibly helpful in finding the right mortgage for us, leaving no stone unturned and being very thorough. We were impressed in how response Kerry was, and how she worked hard to get us the best deal. We will certainly use her service again. Thank you ever so much!
Kerry arranged our first mortgage for us. She was professional and knowledgeable and got us a great deal. I would highly recommend.
Kerry went above and beyond to help us get our dream house, the whole process was explained very well and she looked at lots of different options available before helping us make the right decision. Kerry seems to care very much about her clients and what is right for them in the long run.
Kerry was excellent at coming back with answers to enquiries, that we had and kept us updated throughout the whole process.
The process from start to finish was made as stress free as possible and we can't thank Kerry enough for that, we will definitely be using her in the future for any financial advice and would recommend others to do the same if they want 5 * service.
Kerry helped me navigate issues with obtaining a mortgage on a property with ground rent issues. She provided quick and easy to follow advice.
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