Partnerships

Lifetime Group

Lifetime Group, one of the UK’s leading wealth management, mortgage and protection brokers, is a shareholder in Trinity Lifetime Partners.

Lifetime Group was founded in 1998 with client management at the heart of their philosophy and has grown to become a nationwide advisory business with 130 advisers and a group turnover of circa £10million.

100%

%

of Trinity Lifetime clients who completed a recent questionnaire felt that the advice given by their adviser was clear and easy to understand

Partnerships

Since 2002 Lifetime Group have embraced technology with the development of 360 Lifecycle, a market leading adviser CRM system and Lifetime Portal, an award winning online client portal.

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  • “The group vision is to be recognised as the most trusted provider of financial services.
    We continue to invest in our systems to ensure we support our goals - for our clients, advisers
    and management to achieve exceptional outcomes.”

    Paul Merrigan, CEO

Intrinsic

Intrinsic has become the financial services network of choice for over 3000 financial advisers and are a successful, strong financial and regulatory host for Trinity Lifetime Partners.

Led by a highly accomplished and experienced management team, Intrinsic has the resources, the financial strength and a track record of success to deliver invaluable guidance and support.

In July 2014, the Intrinsic Group was acquired by Old Mutual Wealth, part of the Old Mutual Group. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship.

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