We currently have a highly productive partnership with 40 professional business organisations – including accountants and solicitors – who enjoy a worthwhile income by referring clients and contacts to us.
It is a business relationship that has been tried and tested, and is working extremely well.
Watch our Lifetime director Brian Skelton and Business Development Manager Neil Hodgson deliver an overview of our Joint Venture initiative:
One of the chartered accountant firms who have been absolutely delighted with their link-up with Lifetime is Yorkshire-based Jackson Robson. Their director, Geoff Mountain FCA FCCA Cert PFS, spoke in glowing terms:
“Since deciding to close our own Financial Services business last year we were introduced to Lifetime who put forward a mutually beneficial arrangement to us.
“They have been professional and efficient throughout, with the figures exceeding our expectations.
“Everyone we have come in to contact with has been friendly, helpful and proficient. This is supported by the glowing feedback from our clients.
“We very much look forward to many more years of working with them, expanding our businesses together.”
Would you like to be part of a joint venture with a reputable Financial Planning firm, with no cost, risk, compliance issues or PI liability – and have the opportunity for ongoing revenue from your existing clients and networking contacts?
There is complete transparency. And you will have regular and comprehensive information on all the clients you refer to us. This will be available online at a secure portal – and you will be able to see just how profitable a partnership with Lifetime can be to your business.
We have offered first class professional and holistic wealth management advice to clients for the past 15 years. We have over 50 staff, operate from offices in Barnsley and Driffield, and have clients all over the country.
We put our clients at the centre of our services – and are committed to helping them live the life they want. This is the most important part of our business. As part of the initial process we prepare a comprehensive and personal cash flow forecast for each client – and we have specialist advisers on any aspect of pension investments, as well as low cost fund choices.
- Please telephone Lifetime MD Ian Dickinson on 01226 208600, who will be only too pleased to explain our offer in more detail.
Please watch Lifetime’s ‘Big Questions’ video: