Monthly Archives: March 2018

Lifetime donations to Barnsley Hospice top £18,000

Lifetime’s highly successful referral scheme is helping boost the coffers of hospices up and down the country. The main beneficiary of the scheme is Barnsley Hospice – and Corporate Fundraiser Simon Atkinson, along with Mary Ferguson from PR firm Capital B Media, popped into Lifetime’s Dodworth headquarters on Thursday morning to reveal the fact that the financial management company has…

Trainee financial planner Charlie passes RO2 exam

Lifetime trainee financial planner Charlie Parker is one happy young man! Charlie  (pictured below) has been studying hard in the last few months – and that hard work paid off with a notable exam success.   Charlie passed his RO2 (Investment, Principles and Risk) exam on Monday. Well done Charlie!

The power of Truth helps Lifetime client make life-changing decision

Lifetime financial planner Robert Bligh has seen at first hand how the power of ‘Truth’ can help a client make a ‘life-changing decision’, hopefully for the better. Lifetime uses the fantastic cash flow modelling software from Prestwood Truth to help put together a client’s financial plan. It helps us tell our clients the ‘truth’ about their money….

Lifetime’s Angels brave wintry weather to attend International Women’s Day conference

Two of Lifetime’s Angels braved the wintry weather to get the opportunity to speak to hundreds of Yorkshire business women about the importance of cash flow financial modelling. Business Development Consultant Janette Town and Lifetime Financial Planner Jennifer Broadhead (pictured below) battled with the snow and ice to reach Wetherby Racecourse, for the Yorkshire Ladies…