Financial Planning

P&C Lifetime Partners support a variety of clients to plan for and go through life changing and key financial events. Helping them attain financial independence and achieve more of their ambitions through a truly client focused approach. Too few clients…

Corporate Planning

Many of our clients are business owners running small to medium size companies. Just like you need clarity of vision to help your business grow through a business plan, so should you have your own personal financial plan to help…

Mortgage and Protection Planning

Buying a property is widely known as being one of lifes most stressful events. In addition to this, finding the right mortgage can be extremely daunting and time consuming. Especially if your situation isn’t deemed by a lender to be ‘straightforward’. For many years we…

Home

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Commercial lending by referral only.

Who we are

P&C Lifetime Partners are a well-established firm of Financial Planners and Mortgage Advisers based in West Berkshire, serving clients from Newbury, Hungerford and Marlborough as well as Cardiff.

What we offer

We offer a comprehensive range of services, including financial planning (financial and investment planning, retirement planning and estate planning), corporate planning (automatic pension enrolment, business protection and commercial lending) and mortgage and protection planning (main residential mortgages, Buy to let mortgages, self-build projects, life insurance, critical illness cover, income protection and redundancy cover). We pride ourselves on offering clear, concise, face to face advice at an affordable cost and at time that is convenient to you.