About Us

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

Our Coaches

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intelivita coach

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hayna martin

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Georgia Mullany

Georgia began her Lifetime journey as a placement student from university, working across different teams before becoming a coach. Engaging with people and helping them understand their financial position is what Georgia likes best about her role.

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James Allen

Lifetime coach James revels in his role of ‘helping people take control of their finances and achieving the futures they want’. James is also a FA qualified football coach which he does in his spare time when he’s not assisting on all money matters.

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jk martin

Phoebe recently joined the Lifetime coaching team, having previously achieved a Business Management degree from the University of Liverpool. She enjoys utilising the knowledge and skills she learned at university. Phoebe enjoys travelling.

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Rebecca O'Brien

Rebecca recently joined Lifetime as one of our coaches. She is very family orientated and says she is ‘up for anything’ if it involves quality family time. Rebecca loves trying to help people and has transferred these skills into the financial world.


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Our Mission

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

Our Values

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Our Mission
  • We deliver life-changing financial modelling for clients through our professional and dedicated team, creating life-long and trusted partnerships.
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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.
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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.
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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.
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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.
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  • We are passionate and take responsibility to: “think bigger than ourselves”.
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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.